Employee Training E-Learning program
If you’re looking for a quick overview of the basics, check our great Day 1 for Submitters guide! If you want more structured, in-depth training, keep reading!
- User Training 1.1 : Setting up the Expensify mobile app
- User Training 1.2 : How to SmartScan your receipts on Mobile, Web and Email
- User Training 1.3 : How to create other kinds of expenses
- User Training 1.4 : Receipt Integrations
- User Training 1.5 : The Expenses Page
- User Training 1.6 : Reports
- User Training 1.7 : Settings
User Training 1.1 : Setting up the Expensify mobile app
Most users start with the Expensify mobile app, to quickly snap, organise and submit their expenses!
In this guide, you’ll learn how to download the Expensify mobile app and create your first Expense Updated
A guide to the kinds of first tasks you’ll see and what they mean.
In this guide, we’ll look at creating and coding expenses and designating them as Reimbursable and/or Billable
User Training 1.2 : How to SmartScan your receipts on Mobile
Let’s take an in-depth look at SmartScan!
In this guide, you’ll learn about how the SmartScan system works and how to use Rapid Fire Mode.
This how-to doc shows teaches you how to SmartScan expenses from email and web extension
User Training 1.3 : How to create other kinds of expenses
So you know how to SmartScan receipts, but what about non-purchase expenses? Work your way through these guides to learn what other kinds of expenses you can add to Expensify!
This how-to will show you how to create Distance expenses
This guide takes you through creating Per Diem (daily allowance) expenses
This guide shows you how to create multiple expenses at once and also edit expenses in bulk
This deep dive will teach you how to add other attendees to your expenses
User Training 1.4 : Receipt Integrations
There are a number of apps you can set up to push receipts directly to Expensify. Here’s a great list to start with!
This guide will show you how to get your Uber rides to feed directly into Expensify!
Use Gallop for travel? This guide will help you connect with Expensify.
If you use HotelTonight, you’ll want to connect up this integration!
In the UK or Europe? Connect Trainline to push your ticket receipts to Expensify.
The guide takes you through connecting TravelPerk to your Expensify account.
If you’re using Automatic to track your mileage, try this integration so that you don’t have to re-enter your trips in Expensify!
Based in Southeast Asia? Connect your Grab account to Expensify!
This guide will take you through having your Lyft rides auto-forward to Expensify!
Using SaneBox to manage your emails? Why not also have your emailed receipts auto-forwarded to Expensify?
Check out this complete list of all our 3rd party integrations.
User Training 1.5 : The Expenses Page
This module will teach you all about using the wealth of features in the web app’s Expenses page.
This deep dive takes you through expense statuses, a detailed breakdown of filters available and how to code expenses in-line
This how-to shows you how to filter to find the expenses you’re looking for and how to use the Analytics view (needs more screenshots)
This Deep Dive shows you how to add multiple expenses at once and how to edit in batches
This how-to takes you through exporting selected Expenses to a CSV file (which you can customise!)
Find out all about what the icons mean and how to troubleshoot failures to merge
User Training 1.6 : Reports
Here we learn all about how to create and submit expense reports
This deep dive takes you through report statuses, a breakdown of the filters available and what actions can be taken from the Reports page.
In this guide we’ll see how to create expense reports manually
This guide looks at how to submit your reports and get paid!
In this guide we look at how to edit or delete existing reports from web and mobile.
We take an in-depth look at what the little red and yellow notes on your reports mean!
This guide takes us through how to used the guided review feature to ensure your expenses are ready for submission
In this How-to, we look at using the guided review feature to review reports that you need to Approve (as a manager)
This Deep Dive looks at how to see what steps a report has gone through historically.
User Training 1.7 : Settings
Let’s take a quick look at which personal account settings you may like to configure and use!
This how-to doc will show you how to connect your personal (not company) credit card to import reimbursable expenses
This deep dive is designed to help you decide whether to use the direct card connection or the CSV import option.
A guide for users with an Expensify card
This guide will show you how to add your bank account so that you can get paid!
This FAQ helps you ensure your web and mobile accounts are synced!
Learn how to add an additional email to your account to allow you to forward receipts more effectively
The ins and outs of inviting Copilots to help you with your expenses.
All about setting up a Vacation Delegate to handle your approvals while you’re on leave.
This deep dive shows you how to set up automated expense coding to minimise your admin workload.
If you have any questions about any of the topics in this program, please message Concierge or email [email protected]!