Granite Partners: Expensify Admin Resources

Stephanie Elliot

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: 

• Deep Dive: What are Violations and Notes? 
• Deep Dive: What is scheduled submit and how does it work? 

Setting expense and report guidelines on the policy: 

• Deep Dive: What are Violations and Notes? 
• Deep Dive: What is scheduled submit and how does it work? 

Expense coding: 

•  Deep Dive: Configure coding for NetSuite 
•  How to: Enable category-specific rules and descriptions 

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!