ExpensifyApproved! University

David Cardoza avatar Stefanie Stavri avatar Leslie Rodriguez avatar
11 articles in this collection
Written by David Cardoza, Stefanie Stavri, and Leslie Rodriguez

ExpensifyApproved! University

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

Chapter 1: Definition of Expensify terms

Zoom your way around Expensify by studying up on commonly used terms.
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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 Stefanie Stavri
Updated this week

Chapter 3: How clients use Expensify

Learn the basics of Expensify from a client's perspective
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Written by David Cardoza
Updated over a week ago

Chapter 4: Company card management & reconciliation

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

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

Integrations 101

Learn more about Expensify's accounting integrations to connect your client's accounting package to Expensify
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Written by David Cardoza
Updated over a week ago

Integrations 101: QuickBooks Online

Learn more about Expensify's QuickBooks Online integration
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Written by David Cardoza
Updated over a week ago

Integrations 101: Xero

Learn more about the Expensify and Xero integration
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Written by David Cardoza
Updated over a week ago

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.
Leslie Rodriguez avatar
Written by Leslie Rodriguez
Updated over a week ago