How to use Expensify
Expensify Training
We spared no expense, if I may say so myself, in making these video tutorials for you. So go ahead; watch and learn about Expensify, cloud-based expense reports...that don't suck.
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Expensify for Individuals and Employees
Expensify for Companies
- 1. What is Expensify and How Does it Help Companies?
- 2. Expensify Plans
- 3. Company Setup (Create an Account)
- 4. Company Setup (Create an Expense Policy)
- 5. Company Setup (Categories Tags and Report Fields)
- 6. Company Setup (Add Employees to an Expense Policy)
- 7. Integrate With QuickBooks
- 8. Connect with QuickBooks via the Web Connector
- 9. Connect with QuickBooks Online
- 10. Approve and Process Reports
- 11. Set Up Reimbursement Accounts
- 12. How Do I Use Expensify With my own Domain?
- 13. How Do I Use Expensify With a Team?
- 14. Assign Permissions to Employees
- 15. Where do I Enter my GL Codes?
- 16. Create a Custom CSV Export for Accounting Packages
- 17. Reimburse Employees via Payroll
- 18. Create an ADP Export
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