Meryliza muabbad how_to_use_expensify

388 views

Published on

A tutorial for the beginners in Expensify

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
388
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Meryliza muabbad how_to_use_expensify

  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
  9. 9. YOUR BANK ACCOUNT
  10. 10. AND YOUR CREDITCARDS
  11. 11. EXPENSIFY IS ABLE TO
  12. 12. AUTOMATICALLYIMPORT
  13. 13. CATEGORIZEEXPENSES
  14. 14. AND UPLOADeRECEIPTS
  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
  29. 29. LETS SIGN UP
  30. 30. CLICK HERE
  31. 31. WHATS GOODABOUT SIGNING UPWITH EXPENSIFY
  32. 32. IS THAT YOU CANSIGN UP
  33. 33. FOR A FREEACCOUNT
  34. 34. AND YOU DONTNEED TO ENTERYOUR CREDIT CARD
  35. 35. YOU ONLY NEED TOENTER YOUR EMAILADDRESS
  36. 36. ENTER YOUR EMAILADDRESS HERE
  37. 37. CLICK “SIGN UP FOR FREE”
  38. 38. THIS WINDOW APPEARS
  39. 39. IF YOU NOTICED
  40. 40. THERES A POP UPWINDOW
  41. 41. ITS JUST EXPENSIFYASKINGYOU WHERE YOUVEHEARD ABOUT THEM
  42. 42. JUST CHOOSE ANANSWER
  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
  47. 47. YOU CAN ADD YOUR BANKNAME
  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
  61. 61. EXPORT ENTRIES TO ADEFAULT CSV ORSPREADSHEET
  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
  81. 81. TO YOUR NEEDS
  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

×