Pro-Tip: Employee Onboarding

garrettmknight —  December 18, 2012 — 3 Comments

So you’ve made the decision to ease the expense reporting burden of your colleagues and began using Expensify! Our hats are off to you. You won’t regret it. Now let’s get your employees up to speed.

We maintain various tools to assist with onboading of your employees. We recommend you share a combination of these to enhance learning and get your company more acquainted with Expensify. If you’d like to work with us to put your onboarding plan together, contact us at and we’ll get help sort it out. 

1. Communicate Company Expense Policy
Provide your team with guidelines and rules for the expense reporting process. These details can be shared via internal email, and we also recommend summarizing these on invite (through our customizable welcome message). Details include but are not limited to:

  • Expense categorization directions
  • Company expense rules (max expense age, max expense amount, receipt required amount, etc.)
  • Personal and company credit card policies
  • Report naming policies
  • Reimbursement processes and timing
  • Approval workflows

Best for: Ensuring a smooth roll-out.

2. The Getting Started Page
This is a broad overview of using Expensify for employees, in a step-by-step guide.

Getting Started

Best for: Users that prefer step-by-step written directions. The initial view is very simple, with links to detailed feature and terminology definitions.

3. Expensify Workshops (Live and Pre-Recorded)
We host live and pre-recorded workshops to train employees on the basic functions of Expensify. These functions include:

  1. Creating/importing expenses
  2. Creating reports and adding expenses
  3. Submitting reports for approval
  4. Adding an ACH reimbursement account

Best for: Users who prefer to learn with audio direction and visual demonstration. The learning is very straightforward. We recommend that all Workshop attendees also use our Getting Started page and Help site as research companions.

4. ExpensifyHelp
Your employees can find detailed descriptions of every facet and feature in Expensify on our Help Site. It serves as a great tool in learning about Expensify, becoming familiar with terminology, and setting up features for your company or employee accounts.


Best for: Referencing specific features or processes in Expensify. This is by far the most in-depth of all tools. Feel free to skim, but we find that ExpensifyHelp is most efficient by searching for specific information.

5. Contact our Support Team
You put that IKEA table together without any help, Expensify should be a walk in the park… Just kidding.

If your employees still can’t find the answers they’re looking for, our support team will be more than happy to answer any questions and provide advice.

Best for: Getting answers to company specific questions, once you’ve exhausted all of our other documentation.

6. The Expensify Blog
Obviously, you’re familiar with our blog since you are here. This serves as a reminder to share the blog with any interested employees. We post pro-tips, best practices, and advice for specific use cases on our here every week.


Best for: Keeping up with new features, use cases and expense report best practices.

3 responses to Pro-Tip: Employee Onboarding


    Maybe this is the wrong software for me. I’ve been looking for expense/financial software I can use with Evernote and Snapscan. Any suggestions. Tom


    Hey Tom,

    You came to the right place! Expensify actually integrates with Evernote. Just Snapscan your receipts into your Expensify folder in Evernote and they will sync with your Expensify account. Email us at and we’ll get you sorted out!


    Wonderful. Thank you for the prompt response.

Have something to say? Share your thoughts with us!

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s