Free Live Workshops (and Recordings)

Expensify’s free workshops 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.

Setup and Administration for Medium-Large Businesses

Hi everyone! We are looking for new ideas to replace our current Friday workshop. If you have any ideas on what you would like to see for a live Friday workshop, feel free to reach out to us at and let us know! Thanks, and as always we appreciate the input!

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.

Expensify for Small Businesses (QuickBooks)

Expensify Training for Employees and Individuals