Before you can start setting up any clients on Expensify, here are a few important notes and tasks:
- Recall from Chapter 1 that one Expensify account (tied to your email) is all you need to manage multiple clients.
- If your client uses company cards, you'll need to validate the client's domain. Sound unfamiliar? Check out Chapter 4.
- You'll need the admin login credentials to connect your client's accounting package.
Now, let's walk through best practices for client setup. You'll start in your Expensify Inbox, which will guide you step-by-step through setup.
Training video 1 - How to set up clients on Expensify
After you've gone through initial client setup, you'll want to move on to advanced client setup. This is where you'll deep dive into the client's policy, where you can:
- Set compliance and expense-level rules
- Choose the cadence for Scheduled Submit
- Disable categories (chart of accounts) that employees don't need to see
- Disable other coding not applicable to employees
- Invite employees of the client and set an approval workflow
- Add a withdrawal account to trigger reimbursements
Training video 2 - How to set up clients on Expensify
P.S. Does your client have coding requirements that differ based on a certain user group, such as a sales team with client coding that the rest of the organization doesn't need? Create multiple policies for the client to group employees into different coding environments!