How to Access Expensify Training
How to Access Expensify Training
Looking to get more comfortable using Expensify? This page includes:
- Live training webinars
- A self-guided interactive tour
- Helpful resources to get started
How to register for live Expensify training webinars
Expensify offers recurring live webinars to help members and Workspace Admins learn the basics of New Expensify.
All sessions are recorded, and all registrants will be emailed a link to the recording after the session ends. Admins are encouraged to attend/watch all sessions.
- New User Training 55 minutes - Monday 10pm UTC Register here
- Workspace Administration Training 1 hour 25 minutes - Tuesday 4pm UTC Register here
- Company Card Administration Training 1 hour 15 minutes - Wednesday 3pm UTC Register here
To watch recordings on demand, see our webinar recording library.
What you’ll learn in New User Training
Duration: 55 minutes (45-minute walkthrough + 10-minute Q&A)
User Training is designed for new members who submit, review, or approve expenses.
You’ll learn how to:
- Navigate Expensify and understand where key actions and information live
- Use the mobile app to create and submit expenses
- Use the contextual More button to take the right action on reports and expenses
- Interact with Concierge AI to upload, review, and update expenses using chat
- Understand how the Inbox, chat, and Concierge support work together—including AI-to-human escalation
What you’ll learn in Workspace Administration Training
Duration: 1 hour 25 minutes (75-minute walkthrough + 10-minute Q&A)
Admin Training is designed for Workspace Admins and Workspace Owners.
You’ll learn how to:
- Understand how to enable and configure workspace features.
- Navigate the Expensify layout from an admin perspective and understand how to view and interact with expenses
- Use the contextual More button to manage approvals, workflows, and expense-level actions
- Leverage the Inbox, chat, and Concierge AI to monitor activity, communicate with members, and make administrative changes
- Understand account settings and support escalation
What you’ll learn in Company Card Administration Training
Duration: 1 hour 15 minutes (65-minute walkthrough + 10-minute Q&A)
Company Card Admin Training is designed for Workspace Admins and Card Admins using a company card or the Expensify Card.
You’ll learn how to:
- Understand how cards are connected and assigned
- Know how to set the statement date and map cards to export accounts
- Use the card table to quickly view imported card transactions
- Understand the data import timeline
- Understand how to use the built-in reports to reconcile company cards
- Know how to identify company cards vs cash, and troubleshoot basic issues
How to take an interactive tour of New Expensify navigation
Prefer to explore on your own?
The navigation tour provides a guided overview of New Expensify and explains where to find core sections such as Inbox, Spend, and Settings.
Use this tour if you want a high-level introduction to:
- How the layout is organized
- Where to review expenses and reports
- How to move between personal and Workspace settings
👉 Start the interactive New Expensify navigation tour
How to find additional resources for New Expensify members
If you’re getting started with Expensify, these articles provide written explanations for common tasks and account setup steps.
How to join your company’s Workspace
Learn how to accept an invite and access your Workspace. 👉 Join your company’s Workspace
Understand how Concierge works
Learn how Concierge supports you in Expensify. 👉 Concierge Basics
How to create an expense
Step-by-step instructions for creating and submitting expenses. 👉 Create an Expense
Get started with the Spend page
Understand how reports are organized and managed. 👉 Getting Started with the Spend page
How to avoid common scams
Learn how to protect your account and recognize suspicious activity. 👉 Avoiding common scams
FAQ
Which training session should I attend?
Attend User Training if you submit or approve expenses.
Attend Workspace Admin Training if you manage a Workspace, approvals, rules, or workflows. Please attend User Training as a prerequisite.
Attend Company Card Admin Training if you assign or reconcile company cards or the Expensify Card. Please attend User Training as a prerequisite.
Is the interactive tour a replacement for live training?
The interactive tour is ideal for learning navigation basics. For deeper explanations and live Q&A, we recommend attending a webinar, booking a call with your Account Manager or chatting to Concierge.
