Training Materials

Setting up multiple clients in Expensify is painless.

First, let's start with some prerequisites:

  • 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. 

Watch the video here:

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 accomplish tasks such as:

  • Setting compliance and expense-level rules
  • Deciding the cadence for Scheduled Submit
  • Disabling categories (chart of accounts) that employees don't need to see
  • Disabling other coding not applicable to employees
  • Inviting employees of the client and setting an approval workflow
  • Adding a withdrawal account to trigger reimbursements

Watch the advanced policy setup video here:

ProTip: 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. 

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