Meryliza muabbad how_to_use_expensify
•
0 likes•618 views
A tutorial for the beginners in Expensify
Recommended
Recommended
More Related Content
Similar to Meryliza muabbad how_to_use_expensify
Similar to Meryliza muabbad how_to_use_expensify (20)
Recently uploaded
Recently uploaded (20)
Meryliza muabbad how_to_use_expensify
- 4. USED TO TRACK & CATEGORIZE
- 5. EXPENSES
- 6. YOU CAN ALSO GENERATE AND SUBMIT EXPENSE REPORTS
- 7. AND YOU CAN EVEN GET REIMBURSEMENT ONLINE
- 8. BY JUST LINKING TO
- 11. EXPENSIFY IS ABLE TO
- 15. NOTE: eRECEIPTS ARE JUST YOUR REGULAR ELECTRONIC RECEIPTS
- 17. NO LONGER HAVE TO WORRY
- 18. ABOUT KEEPING AND PILING UP
- 19. A BUNCH OF PAPER RECEIPTS
- 20. EXPENSIFY IS A PAINLESS WAY OF TRACKING EXPENSES.
- 21. SO NOW,LET ME SHOW YOU HOW TO USE EXPENSIFY
- 25. AND A GOOGLE CHROME BROWSER
- 26. CLICK ON THE ADDRESS BAR
- 29. LET'S SIGN UP
- 30. CLICK HERE
- 31. WHAT'S GOOD ABOUT SIGNING UP WITH EXPENSIFY
- 32. IS THAT YOU CAN SIGN UP
- 34. AND YOU DON'T NEED TO ENTER YOUR CREDIT CARD
- 35. YOU ONLY NEED TO ENTER YOUR EMAIL ADDRESS
- 36. ENTER YOUR EMAIL ADDRESS HERE
- 37. CLICK “SIGN UP FOR FREE”
- 39. IF YOU NOTICED
- 40. THERE'S A POP UP WINDOW
- 41. IT'S JUST EXPENSIFY ASKING YOU WHERE YOU'VE HEARD ABOUT THEM
- 45. THIS IS YOUR DASHBOARD
- 46. THERE ARE A LOT OF THINGS YOU CAN DO HERE
- 47. YOU CAN ADD YOUR BANK NAME
- 48. OR UPLOAD A CSV, XLS, OFX, QFX file
- 49. FROM THE DASHBOARD,YOU CAN ALSO CREATE A REPORT
- 50. YOU CAN UPLOAD A PHOTO OF YOUR PAPER RECEIPT HERE
- 51. YOU CAN REFER EXPENSIFY TO YOUR FRIENDS
- 52. AND YOU'LL GET BONUSES FOR EVERY SUCCESSFUL REFERRALS
- 53. USE EXPENSIFY ON THE GO,INSTALL A MOBILE APP HERE
- 55. EXPENSIFY IPHONE & ANDROID APPS
- 56. LET'S EXPLORE THE OTHER TABS
- 57. THIS WINDOW APPEARS WHEN EXPENSES TAB IS CLICKED
- 58. YOU CAN ADD NEW EXPENSE HERE
- 59. EDIT MULTIPLE ENTRIES HERE
- 61. EXPORT ENTRIES TO A DEFAULT CSV OR SPREADSHEET
- 62. YOU CAN ALSO CREATE A NEW CSV EXPORT LAYOUT
- 63. THE “EXPORT” OPTION IS USEFUL
- 64. WHEN MOVING LARGE CHUNK OF EXPENSES
- 65. OUT OF EXPENSIFY
- 66. GOING BACK TO THE EXPENSES TAB...
- 67. THIS OPTION ALLOWS YOU TO DELETE EXPENSES
- 68. ON THE RIGHT CORNER ,YOU'LL SEE THIS
- 69. THIS OPTION ALLOWS YOU TO ADD EXPENSES TO A NEW REPORT
- 70. AND ON THE LEFT SIDE OF EXPENSE TAB
- 71. YOU'LL SEE THE FILTER OPTION
- 72. THE FILTER OPTION ALLOWS YOU TO SORT THE EXPENSES
- 73. FILTER BY MERCHANT ,DATE,CARDS,CATEGORIES, & TAGS
- 74. AND THERE IS AN OPTION TO
- 75. SAVE THE EXPENSES TO ANALYTICS
- 77. WHAT IS ANALYTICS IN EXPENSIFY?
- 78. IT IS A TOOL THAT HELPS YOU DRILL DOWN
- 79. AND VIEW SPENDING IN THE WAYS
- 81. TO YOUR NEEDS
- 83. YOU CAN IMPORT RECEIPTS FROM YOUR COMPUTER
- 85. MERGE IS ALSO AN OPTION HERE
- 86. THERE'S AN OPTION HERE CALLED SMARTSCAN
- 88. SMARTSCAN DOES THE TYPING FOR YOU
- 89. ONCE A RECEIPT IS UPLOADED
- 90. EXPENSIFY GIVES YOU THE OPTION TO SMARTSCAN
- 91. THE RECEIPT FOR YOU
- 92. IF YOU CHOOSE TO SMARTSCAN THE RECEIPT
- 93. THEN IT WILL READ THE RECEIPT
- 94. AND WILL TYPE THE FOLLOWING INFORMATION ON EXPENSIFY
- 95. 1. MERCHANT NAME
- 100. A NEW CASH EXPENSE
- 101. AMAZING, RIGHT ?
- 102. GOING BACK TO REPORTS TAB...
- 103. YOU CAN DELETE AN ENTRY BY CLICKING HERE
- 104. ON THE LEFT SIDE,THERE'S ALSO A FILTER OPTION
- 105. EXPENSIFY OFFERS 3 OPTIONS FOR POSTING THE RECEIPTS
- 106. OR YOU CAN ALSO DO A QUICK IMPORT
- 107. UNDER REPORTS TAB,FILTER OPTION IS ALSO AVAILABLE
- 108. REPORTS CAN BE EXPORTED TO EVERNOTE,
- 109. A DEFAULT CSV OR CREATE A NEW EXPORT CSV LAYOUT
- 110. THERE'S ALSO A DELETE OPTION
- 111. THIS IS THE ANALYTICS TAB
- 112. AND HERE,YOU CAN CUSTOMIZE THE SETTINGS
- 113. YOU CAN CHANGE ACCOUNT SETTINGS HERE ,
- 115. MODIFY CATEGORIES & TAGS SETTINGS
- 116. IMPORT CREDIT CARD & BANK ACCOUNTS
- 118. CONNECT EXPENSIFY TO EVERNOTE OR SALEFORCE HERE
- 119. MODIFY SETTINGS FOR SMARTSCANNING HERE
- 120. LET'S TRY TO RECORD A NEW EXPENSE
- 121. CLICK ON “EXPENSE”
- 123. THIS WINDOW APPEARS
- 124. YOU'LL SEE AN OPTION TO CREATE ONE OR MORE EXPENSES HERE
- 125. LET'S JUST CREATE ONE EXPENSE
- 126. ENTER THE NECESSARY DETAILS HERE
- 127. YOU CAN ALSO ATTACH A PHOTO OF THE RECEIPT
- 128. ONCE YOU'RE DONE, CLICK ON “SAVE”
- 129. HERE'S THE EXPENSE I CREATED.
- 130. NOW ,YOU KNOW HOW TO ADD A NEW EXPENSE
- 131. THANK YOU!
- 132. IMAGE SOURCES