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Meryliza muabbad how_to_use_expensify

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A tutorial for the beginners in Expensify

A tutorial for the beginners in Expensify


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  • 1. HOW TO USEEXPENSIFY
  • 2. BUT FIRST,LETS DEFINEIT
  • 3. EXPENSIFY ISAN ONLINETOOL
  • 4. USED TO TRACK& CATEGORIZE
  • 5. EXPENSES
  • 6. YOU CAN ALSOGENERATE ANDSUBMIT EXPENSEREPORTS
  • 7. AND YOU CAN EVENGETREIMBURSEMENTONLINE
  • 8. BY JUST LINKING TO
  • 9. YOUR BANK ACCOUNT
  • 10. AND YOUR CREDITCARDS
  • 11. EXPENSIFY IS ABLE TO
  • 12. AUTOMATICALLYIMPORT
  • 13. CATEGORIZEEXPENSES
  • 14. AND UPLOADeRECEIPTS
  • 15. NOTE: eRECEIPTS AREJUST YOUR REGULARELECTRONICRECEIPTS
  • 16. WITH EXPENSIFY,YOU
  • 17. NO LONGER HAVE TOWORRY
  • 18. ABOUT KEEPINGAND PILING UP
  • 19. A BUNCH OF PAPERRECEIPTS
  • 20. EXPENSIFY IS APAINLESS WAY OFTRACKING EXPENSES.
  • 21. SO NOW,LET ME SHOW YOUHOW TO USE EXPENSIFY
  • 22. LETS OPEN ABROWSER
  • 23. FOR THISTUTORIAL,ILL BEUSING
  • 24. A WINDOWSCOMPUTER
  • 25. AND A GOOGLECHROME BROWSER
  • 26. CLICK ON THEADDRESS BAR
  • 27. TYPE INEXPENSIFY.COM
  • 28. THIS WINDOW APPEARS
  • 29. LETS SIGN UP
  • 30. CLICK HERE
  • 31. WHATS GOODABOUT SIGNING UPWITH EXPENSIFY
  • 32. IS THAT YOU CANSIGN UP
  • 33. FOR A FREEACCOUNT
  • 34. AND YOU DONTNEED TO ENTERYOUR CREDIT CARD
  • 35. YOU ONLY NEED TOENTER YOUR EMAILADDRESS
  • 36. ENTER YOUR EMAILADDRESS HERE
  • 37. CLICK “SIGN UP FOR FREE”
  • 38. THIS WINDOW APPEARS
  • 39. IF YOU NOTICED
  • 40. THERES A POP UPWINDOW
  • 41. ITS JUST EXPENSIFYASKINGYOU WHERE YOUVEHEARD ABOUT THEM
  • 42. JUST CHOOSE ANANSWER
  • 43. OR CLOSE THEWINDOW
  • 44. NOW,THIS WINDOWAPPEARS
  • 45. THIS IS YOUR DASHBOARD
  • 46. THERE ARE A LOT OF THINGS YOUCAN DO HERE
  • 47. YOU CAN ADD YOUR BANKNAME
  • 48. OR UPLOAD A CSV, XLS, OFX,QFX file
  • 49. FROM THE DASHBOARD,YOU CANALSO CREATE A REPORT
  • 50. YOU CAN UPLOAD A PHOTO OF YOURPAPER RECEIPT HERE
  • 51. YOU CAN REFER EXPENSIFY TOYOUR FRIENDS
  • 52. AND YOULL GET BONUSES FOREVERY SUCCESSFUL REFERRALS
  • 53. USE EXPENSIFY ON THEGO,INSTALL A MOBILE APP HERE
  • 54. CUSTOMIZE EXPENSECATEGORIES HERE
  • 55. EXPENSIFY IPHONE & ANDROIDAPPS
  • 56. LETS EXPLORE THEOTHER TABS
  • 57. THIS WINDOW APPEARS WHENEXPENSES TAB IS CLICKED
  • 58. YOU CAN ADD NEW EXPENSEHERE
  • 59. EDIT MULTIPLE ENTRIES HERE
  • 60. MERGE ENTRIES HERE
  • 61. EXPORT ENTRIES TO ADEFAULT CSV ORSPREADSHEET
  • 62. YOU CAN ALSO CREATE A NEWCSV EXPORT LAYOUT
  • 63. THE “EXPORT” OPTIONIS USEFUL
  • 64. WHEN MOVING LARGECHUNK OF EXPENSES
  • 65. OUT OF EXPENSIFY
  • 66. GOING BACK TO THEEXPENSES TAB...
  • 67. THIS OPTION ALLOWS YOU TODELETE EXPENSES
  • 68. ON THE RIGHT CORNER ,YOULLSEE THIS
  • 69. THIS OPTION ALLOWS YOU TO ADDEXPENSES TO A NEW REPORT
  • 70. AND ON THE LEFT SIDE OFEXPENSE TAB
  • 71. YOULL SEE THE FILTEROPTION
  • 72. THE FILTER OPTION ALLOWSYOU TO SORT THE EXPENSES
  • 73. FILTER BY MERCHANT,DATE,CARDS,CATEGORIES, &TAGS
  • 74. AND THERE IS ANOPTION TO
  • 75. SAVE THE EXPENSES TOANALYTICS
  • 76. NOW,YOU MAYWONDER
  • 77. WHAT IS ANALYTICSIN EXPENSIFY?
  • 78. IT IS A TOOL THATHELPS YOU DRILLDOWN
  • 79. AND VIEWSPENDING IN THEWAYS
  • 80. WHICH AREMEANINGFUL ANDRELEVANT
  • 81. TO YOUR NEEDS
  • 82. UNDER RECEIPTSTAB
  • 83. YOU CAN IMPORT RECEIPTSFROM YOUR COMPUTER
  • 84. FROM ASCANNER,MOBILE,EMAIL,BROWSER,DROPBOX,EVERNOTE,LGMOUSE,ONERECEIPT
  • 85. MERGE IS ALSO AN OPTIONHERE
  • 86. THERES AN OPTION HERECALLED SMARTSCAN
  • 87. WHAT IS SMARTSCAN?
  • 88. SMARTSCAN DOES THETYPING FOR YOU
  • 89. ONCE A RECEIPT ISUPLOADED
  • 90. EXPENSIFY GIVES YOUTHE OPTION TOSMARTSCAN
  • 91. THE RECEIPT FOR YOU
  • 92. IF YOU CHOOSE TOSMARTSCAN THE RECEIPT
  • 93. THEN IT WILL READ THERECEIPT
  • 94. AND WILL TYPE THEFOLLOWING INFORMATIONON EXPENSIFY
  • 95. 1. MERCHANT NAME
  • 96. 2.TRANSACTION DATE
  • 97. 3.TRANSACTION AMOUNT
  • 98. USING THESE INFORMATION
  • 99. SMARTSCAN WILL THENCREATE
  • 100. A NEW CASH EXPENSE
  • 101. AMAZING, RIGHT ?
  • 102. GOING BACK TOREPORTS TAB...
  • 103. YOU CAN DELETE AN ENTRY BYCLICKING HERE
  • 104. ON THE LEFT SIDE,THERESALSO A FILTER OPTION
  • 105. EXPENSIFY OFFERS 3 OPTIONSFOR POSTING THE RECEIPTS
  • 106. OR YOU CAN ALSO DO A QUICKIMPORT
  • 107. UNDER REPORTS TAB,FILTEROPTION IS ALSO AVAILABLE
  • 108. REPORTS CAN BE EXPORTEDTO EVERNOTE,
  • 109. A DEFAULT CSV OR CREATE ANEW EXPORT CSV LAYOUT
  • 110. THERES ALSO A DELETEOPTION
  • 111. THIS IS THE ANALYTICS TAB
  • 112. AND HERE,YOU CANCUSTOMIZE THE SETTINGS
  • 113. YOU CAN CHANGE ACCOUNTSETTINGS HERE ,
  • 114. CHANGE PREFERENCESETTINGS
  • 115. MODIFY CATEGORIES & TAGSSETTINGS
  • 116. IMPORT CREDIT CARD & BANKACCOUNTS
  • 117. CHANGE REIMBURSEMENTSETTINGS HERE
  • 118. CONNECT EXPENSIFY TOEVERNOTE OR SALEFORCEHERE
  • 119. MODIFY SETTINGS FORSMARTSCANNING HERE
  • 120. LETS TRY TORECORD A NEWEXPENSE
  • 121. CLICK ON “EXPENSE”
  • 122. THEN,CLICK ON “NEWEXPENSE”
  • 123. THIS WINDOW APPEARS
  • 124. YOULL SEE AN OPTION TO CREATEONE OR MORE EXPENSES HERE
  • 125. LETS JUST CREATE ONE EXPENSE
  • 126. ENTER THE NECESSARYDETAILS HERE
  • 127. YOU CAN ALSO ATTACH APHOTO OF THE RECEIPT
  • 128. ONCE YOURE DONE,CLICK ON “SAVE”
  • 129. HERES THE EXPENSE ICREATED.
  • 130. NOW ,YOU KNOW HOWTO ADD A NEWEXPENSE
  • 131. THANK YOU!
  • 132. IMAGE SOURCES