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Employee Training E-Learning program

Rachael Hopkins
Rachael Hopkins Expensify Success Coach - Admin Posts: 887 Expensify Team
edited March 17 in Webinars

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!

Index

  • 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!

How-to: Download the mobile app

In this guide, you’ll learn how to download the Expensify mobile app and create your first Expense Updated

Deep Dive: Getting started with the Mobile Inbox

A guide to the kinds of first tasks you’ll see and what they mean.

How to: create and code expenses on mobile

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!

What is SmartScan?

In this guide, you’ll learn about how the SmartScan system works and how to use Rapid Fire Mode.

How-to: Use Smartscan to create expenses

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!

How-to: Create mileage expenses in Expensify

This how-to will show you how to create Distance expenses

How to: Create Per Diems

This guide takes you through creating Per Diem (daily allowance) expenses

Deep Dive: Creating and editing expenses in bulk

This guide shows you how to create multiple expenses at once and also edit expenses in bulk

How-to: Add and remove attendees on expenses

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!

How to set up the Uber Integration

This guide will show you how to get your Uber rides to feed directly into Expensify!

How-to: Forward Gallop receipts to your Expensify account

Use Gallop for travel? This guide will help you connect with Expensify.

How-to: Forward HotelTonight expenses to your Expensify account

If you use HotelTonight, you’ll want to connect up this integration!

How-to: Send Trainline receipts to your Expensify account

In the UK or Europe? Connect Trainline to push your ticket receipts to Expensify.

How-to: Connect TravelPerk to your Expensify account

The guide takes you through connecting TravelPerk to your Expensify account.

How-to: Enable the Automatic Integration

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!

How-to: Connect Grab to your Expensify account using a business profile

Based in Southeast Asia? Connect your Grab account to Expensify!

How-to: Set up Lyft for individual use

This guide will take you through having your Lyft rides auto-forward to Expensify!

How-to: Use SaneBox to automatically forward receipts to [email protected]

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.

Deep Dive: All about the Expenses page

This deep dive takes you through expense statuses, a detailed breakdown of filters available and how to code expenses in-line

How-to: Use Expense page filters and analytics

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)

Deep Dive: Creating and editing expenses in bulk

This Deep Dive shows you how to add multiple expenses at once and how to edit in batches

How-to: Export reports to a CSV template

This how-to takes you through exporting selected Expenses to a CSV file (which you can customise!)

Deep dive: Troubleshooting expense/receipt merge failures

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

Deep Dive: All about the Reports page

This deep dive takes you through report statuses, a breakdown of the filters available and what actions can be taken from the Reports page.

How to: create reports

In this guide we’ll see how to create expense reports manually

How to: Submit a report

This guide looks at how to submit your reports and get paid!

How-to: Edit or Delete a Report

In this guide we look at how to edit or delete existing reports from web and mobile.

Deep Dive: What are violations and notes?

We take an in-depth look at what the little red and yellow notes on your reports mean!

How-to: Use Guided Review before submitting a report

This guide takes us through how to used the guided review feature to ensure your expenses are ready for submission

How-to: Use Guided Review to approve reports

In this How-to, we look at using the guided review feature to review reports that you need to Approve (as a manager)

Deep Dive: Understanding a report's history and finding comments on a report

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!

How-to: Connect your personal card to import expenses

This how-to doc will show you how to connect your personal (not company) credit card to import reimbursable expenses

Deep Dive: Personal Credit Card Import options

This deep dive is designed to help you decide whether to use the direct card connection or the CSV import option.

How-to: View your digital card details

A guide for users with an ​​Expensify card

How-to: Add a deposit-only bank account

This guide will show you how to add your bank account so that you can get paid!

FAQ: How do I sync my mobile app?

This FAQ helps you ensure your web and mobile accounts are synced!

How-to: Add a secondary login

Learn how to add an additional email to your account to allow you to forward receipts more effectively

Deep Dive: What is a Copilot, what are the different types?

The ins and outs of inviting Copilots to help you with your expenses.

Deep Dive: What is a vacation delegate?

All about setting up a Vacation Delegate to handle your approvals while you’re on leave.

Deep Dive: What are Expense Rules?

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]!

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