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A tutorial for the beginners in Expensify

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