Expensify’s free workshop recordings are designed to help expense submitters and approvers understand a whole host of information - from importing credit card transactions, capturing receipts and submitting reports, to setting up a company account, creating a company expense policy and approving/reimbursing reports.
Expensify for Small Businesses (QuickBooks + Xero)
This workshop is recommended for administrators and accounting/finance departments who would like assistance in setting up a company expense policy and creating a QuickBooks connection.
Expensify Training for Employees and Individuals
This workshop is intended to help employees and individuals who would like to understand more about Expensify’s workflow and basic functionality.