Connect with Your ExpensifyApproved Partner Team
Connect with your ExpensifyApproved! partner team in New Expensify
As an ExpensifyApproved! Accountant, you can view and message your assigned Partner Manager, Account Executive, or Account Manager from the Help page in New Expensify.
Who can connect with their Approved! partner team
The Meet your Approved! partner team section is available to ExpensifyApproved! Accountants.
The following contacts appear after they have been assigned to your account:
- Partner Manager
- Account Executive or Account Manager
To learn how firms join the program and receive a dedicated partner team, see the ExpensifyApproved! accountants program.
How to connect with your Approved! partner team
- In the navigation tabs (on the left on web, on the bottom on mobile).
- Select Account.
- Select Help.
- Under Meet your Approved! partner team, find your Partner Manager, Account Executive, or Account Manager.
- Click a contact to open a direct message with them.
FAQ
Why don’t I see the Approved! partner team on my Help page?
The Meet your Approved! partner team section appears only if your account is enrolled as an ExpensifyApproved! Accountant.
How do I message a contact on the Help page?
Click any contact under Meet your Approved! partner team to open a direct message with that person in New Expensify.
Where do I get support if I don’t have an assigned partner team?
Select Concierge on the Help page to chat with your personal AI agent, or open the Help site under More resources for articles and tutorials. Learn more about what Concierge can do.
