Program Documentation
Is there documentation on how to use or perform tasks in the program? I have tried to research and can't locate. I have chatted for support, and I can't get an answer other than to attend a webinar, that isn't available, I think it is mid-July. I need an answer now and it seems where-ever I go, I get dead ends.
And half of the category tags are not accessible.
Comments
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Sorry to hear that you've run into trouble, @BlueRidge!
Here's what I typically recommend for new users:
Self-paced learning:
- Admin training and resources — step-by-step guide covering the basics of expense reporting.
- community.expensify.com — searchable resources for best practices and troubleshooting.
Expensify-hosted Webinar:
- Employee Training Webinar — sign up for our webinar to learn the ins and outs of getting reimbursed.
- Admin Onboarding Webinar— to increase your knowledge of Expensify setup and administration.
Regarding categories and tags, it's important to keep in mind that these are dependent on the policy. So, if you're creating an expense associated with your "Blue Ridge Ferris" policy, only categories and tags from that policy will be available to select on that expense. Does that make sense?
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This does help somewhat, thank you! I was certified quite a while ago, but when you don't use it, you lose it. I really didn't want to sit through the university again, I really wanted to be able to pinpoint what I needed. I will at some point retake that, but when time is of the essence, and you need an answer for a client now, that just doesn't work. I was able to get what I needed off the university. Thanks.
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@BlueRidge - Understood! Typically if you can't find something in the resources, Concierge is your best bet. There is also this section of the Community dedicated to Approved! questions.
If you have any other questions at the moment, just let me know!
