"Getting Started with Expensify" is a free training and certification course for any accountant who wants to onboard and manage clients in Expensify.

 

Here are some additional course details:

• Prerequisites/advance preparation: None

• Program level: Basic

• Field of study: Computer Software & Applications

• Delivery method: QAS Self Study

• CPE credits: 3

 

Once you complete "Getting Started with Expensify," you'll be able to:

• Define critical Expensify terminology as it relates to client onboarding and management.

• Identify the benefits and best practices tied to Expensify partner accounts, codes, and discounts.

• Determine how to manage client activity, subscriptions, and billing across Expensify policies.

• Indicate core features of the Expensify mobile app that are beneficial to clients.

• Specify the different types of client credit cards and how to import, assign, and reconcile each in Expensify.

• Decide how to properly apply Expensify policy settings to further automate client expense reporting.

 

You'll also get a free Expensify account and membership in our industry-leading ExpensifyApproved! Partner Program for exclusive discounts, access to our client onboarding team, training and support resources, and more.