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Receiptsexpensereports

MANAGE YOUR RECEIPTS AND EXPENSE REPORTS WITH EXPENSIFY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 11, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

From creating an expense to setting up a QuickBooks integration, this webinar is designed to introduce you to a world of expense reports that don't suck!

In this session, learn the ins and outs of capturing a receipt, creating and submitting an expense report, setting up a direct QuickBooks integration, and approving expense reports with Expensify's web and mobile app. You'll also have the opportunity to learn about the Approved! Program and what it means to be an Expensify partner. We'll end this 60-minute session with a live Q&A session with the Accounting & Partnerships Team to make sure you have every thing you need to get started.

Hosted by Expensify's Business Development Lead and resident ProAdvisor Jonah Purinton and Partner Success Specialist Matt Donaldson.

Learning Objectives

  • Learn how to capture a receipt and create an expense report with easy-to-use mobile and web app for you and your clients.

  • View a live demo of the web and mobile app, including direct integrations with QBO, QBD, Xero, Sage, etc.

  • Learn about Expensify's Approved! Program and what it means to be an Expensify Partner.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Matt Donaldson

Expensify, Inc.
Head of Approved! Program at Expensify
[email protected]
(800) 745-9064

Expensifylogo

As Head of the ExpensifyApproved! Accountants Program, Matt Donaldson works exclusively with accountants and CPAs. He is a certified QuickBooks ProAdvisor and integrations expert, and loves helping accountants solve the problem of expense reports that suck!

Linkedin

Jonah Purinton

Expensify, Inc.
Business Development Lead and ProAdvisor
[email protected]
(800) 745-9064

Expensifylogo

Jonah Purinton is a Business Development Lead at Expensify who works exclusively with accountants and CPAs. He is a certified QuickBooks ProAdvisor and Sage expert, and loves helping accountants solve the problem of expense reports that suck!

About Our Presenter

Expensifylogo
Founded in 2008, Expensify has become the global innovation leader in automated expense management. With offices in the United States, United Kingdom, and Australia, Expensify serves more than 100,000 businesses around the world. Alongside integrations with all major accounting softwares, Expensify offers the industry’s best receipt capture technology, automated credit card reconciliation, and a best-in-breed mobile experience. Expensify was recently included on the first-ever Forbes list of the world’s top 100 Cloud companies.