ExpensifyApproved! University

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9 articles in this collection
Written by David Cardoza and Leslie Rodriguez

Integrations 101: QuickBooks Online

Learn more about Expensify's QuickBooks Online integration
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Written by David Cardoza
Updated this week

ExpensifyApproved!: Use Client IDs to Improve Client Billing & Tracking

Add a Client ID to policies to generate billing receipts that are itemized by client and enhance client tracking.
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Written by Leslie Rodriguez
Updated over a week ago

Chapter 1: Definition of Expensify terms

Zoom your way around Expensify and the University by studying up on commonly used terms found in the Expensify product.
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Written by David Cardoza
Updated over a week ago

ExpensifyApproved! University

Your guide to graduating from ExpensifyApproved! University
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Written by David Cardoza
Updated this week

Chapter 2: How Expensify partner accounts work

Being an ExpensifyApproved! Partner has its perks – study up and learn how Expensify partner accounts work.
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Written by David Cardoza
Updated over a week ago

Chapter 3: How clients use Expensify

Learn the basics of Expensify from the perspective of a client
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Written by David Cardoza
Updated yesterday

Chapter 4: Company card management & reconciliation

Learn to manage your clients' company cards and make month-end close a breeze.
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Written by David Cardoza
Updated yesterday

Chapter 5: How to set up clients on Expensify

Ready to learn how to set up your clients on Expensify? This chapter will make you an implementation master.
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Written by David Cardoza
Updated over a week ago

Chapter 6: Ongoing management of client expenses

Learn how to handle the day-to-day tasks typical of an expense management process
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Written by David Cardoza
Updated over a week ago