Granite Partners: Expensify Admin Resources
Stephanie Elliot
Expensify Team, Expensify Student Ambassador Posts: 83 Expensify Team
Video Overview
This short video goes over how to configure your policy, manage employees, review and approve reports, and configure personal settings.
Watch the video: Granite Partners: Expensify Admin Overview
Here are some helpful points in the video if you'd like to skip ahead:
- 0:05: What is a policy?
- 2:00: Assigning user roles
- 2:35: Setting expense guidelines
- 4:35: Setting report guidelines
- 7:00: Categories and Tags
- 8:40: Using the Expenses page
- 10:05: Using the Reports page
- 11:50: Setting the approval workflow
- 13:25: Reviewing and approving reports
- 16:55: Adding a Copilot
- 17:30: Adding a bank account
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Other helpful resources
If you're ready to get started implementing some of the features in the video, here are some resources to help you along the way:
Setting expense and report guidelines on the policy:
Setting expense and report guidelines on the policy:
Expense coding:
Managing People:
- How to invite people to your policy
- Deep Dive: Policy users and roles
- Deep Dive: Advanced approval workflow
Managing Expenses and Reports:
- Deep Dive: all about the Expenses page
- Deep Dive: all about the Reports page
- How to: Use Guided Review to approve reports
Configuring Personal settings:
- Deep Dive: What is a CoPilot, what are the different types?
- How to: Add a deposit-only bank account
- How to: Add a verified bank account
Questions?
Take a look at all the ways to get Expensify support here!
