A Guide to Finding Help Resources in the Community

Sheena Trepanier

What is the Community and what is in there?

The Expensify Community is the home to our public-facing help documentation, Q&A threads, product update posts, and where customers share and vote for feature requests.

It’s the number one place for customers to self-serve their questions and issues and is frequently the destination of customers Googling their questions about Expensify.

Where can I find the Help Docs?

All our help docs live in the Expensify Classroom category of the Community. Help docs are broken down into two main parts.

• How-to posts: These help docs contain just the steps to complete a specific action in Expensify or setup a feature or functionality.
• Deep Dive: A deep dive post goes into more of the why you use this feature and the best practices around using this feature. It’s less how-to and more how come? 

Finding resources

Community posts and help docs are displayed in search results based on their popularity. If you find a help doc that is very helpful and leave a reaction on it, you’ll help it rise in popularity and in the search results.

• Use Google - believe it or not, Google has a great search and is really smart! Searching for your help doc via Google will return super accurate results.
• Using Advanced Search for better accuracy - Using the advanced search is the best way to narrow down the search results that you’ll receive. It’s important to remember that a regular search in the Community searches over 3000 posts. 

• Looking for a Deep Dive or How-to - Search just the Expensify Classroom category. This greatly narrows down the results and makes it easier to find your resources. 
• Use this link as a short-cut to an advanced search for the Expensify Classroom.

• Use common search terms - In addition to using common terms for features and functionality, you also want to start out your search term simple and make it more complex gradually. 
  • For example, “how to submit a report” is better than “My report needs to be submitted but I can’t find the button anywhere why is this so HARD!”.
• More advanced short-cuts - Additionally you can use the below shortcuts to narrow down your results further.
  •  “keyword phrase”: A phrase wrapped in quotes must occur in that order.
  • +keyword: The keyword must occur in the search result.
  • -keyword: The keyword must not occur in the result.