In this video, users will find a step-by-step guide covering the essentials of using Expense effectively
This article provides an overview of our recorded onboarding video, designed to help new end-users get started with Expense. In this video, users will find a step-by-step guide covering the essentials of using Expense effectively, from initial setup to submitting their first expense report.
Key Topics Covered in the Video:
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Logging In and Setting Up Your Account: An introduction to logging into the Expense system, setting up personal preferences, and configuring key settings to tailor the platform to your needs.
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Navigating the Expense App: A walkthrough of the Expense App, helping users understand the layout, key functions, and menu options to locate tools and information easily.
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Submitting Your First Expense Report: Clear instructions on creating and submitting expense reports, including uploading receipts, categorizing expenses, and adhering to company policies.
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Tips and Best Practices: Useful tips to optimize the use of Expense, such as setting up notifications, avoiding common errors, and staying compliant with your organization’s policies.
This video serves as an easy-to-follow resource for end-users to get comfortable with Expense quickly and efficiently, ensuring a smooth start in managing their expenses.