How can I access instructions and videos in Expensify?
I replaced someone you started but did not complete the whole process of setting up Expensify. I don't see where I can access the training modules within Expensify. Can someone point me in the right direction?
Thanks,
Cheri
Answers
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Sure thing, @financeDCC! To start, I recommend taking a quick look at your Expensify Inbox, as it will contain a list of actions you can take to complete your setup. Many of these tasks will include either a video demonstration or an option to receive a call from one of our Guides.
Once setup is complete, I recommend either sticking around here in the Community for tips and tricks from our many community champions, or reaching out directly to Concierge! Concierge is powered by our staff of product specialists ready to tackle even the most complex idea you might have.
Give it a try!
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Thank you! Unfortunately, there were no actions about completing the setup -- the person before me likely saw those. The Concierge sent me some links though!
Thanks again!
Finance
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@financeDCC No problem! I'm glad Concierge is helping you get where you need to go!
Just a quick pro-tip: you can always unhide any setup tasks in your Inbox. There may be a few gold nuggets worth trying!
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Thanks John, I had clicked on hidden tasks, but nothing changed. Really appreciate your help though. Have a good one!
Finance
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No problem! Have a great day!
