Expensify Cheat Sheet 1 More convenient faster userfriendly
- Slides: 12
Expensify Cheat Sheet 1
• More convenient, faster, user-friendly. . Approve a report • Take a picture of your receipt as soon as you pay it ! • No more excel files ! • Check the status of all your reports 24/7 ! Create a report • Scan/take a picture of your receipt • Fill out a small form (amount, account string…) • Create a report and send it for approval Create an expense • Website & App to process your expense reports To Start What is Expensify ? Conclusion 2
US 060 DXXGEN https: //nemo. ef. com/nemo/adupdate. aspx Conclusion Nemo Profile Website: Approve a report DUSLAXHS Create a report LTW Employee Code: This code is required for access to Expensify. Contact finance @ prodfinbos@ef. com with your ACH information to obtain your employee code • All other fields should be provided by your manager. These are also required for Expensify use. If any fields are missing you won’t be added to Expensify. • Create an expense Updating Nemo Profile To Start Getting Added to Expensify 3
To Start Your expense reports Create an expense Get a soft copy of your receipt (Photo, Scan, Email…) 2 Create an expense Create a report Approve a report 3 Create a report 1 Conclusion 4
To Start First step • Connect to the website or the mobile app (app store / android ) Your EF credentials Approve a report Then Create a report Click on SAML Create an expense Sign In Conclusion 5
Create an expense • If Expensify doesn’t look nice, change browsers ! To Start Welcome to Expensify ! Create a report Approve a report Conclusion 6
• If you need to make Amazon purchases contact your school Admin and they have access to our school account • Travel Expenses (Meals, Hotel, Flights, Taxis) Conclusion • Expenses Approve a report • No Amazon Purchases Create a report • When making purchases always ask vendors if they will invoice us. Finance will help work with vendors on getting invoices • If you submit an invoice in your expense report it will be rejected and ask Create an expense • NO INVOICES!! To Start What is considered an Expense? 7
Go to Expenses, click on Be sure that the reimbursable box is checked Choose a category of expense (account to which the expense is going to be booked) Approve a report Add a photo/scan of the invoice Create a report Fill out the name of the merchant, the date, the amount and the currency of the receipt Create an expense Create a new expense To Start Create an expense Conclusion You are required to add a comment here (line description) ∆ if you pay for several people, you need to add the participants in this section Your default tag/account string is the one in Nemo. Leave this field blank 8
Create an expense Create a new report To Start Create a report Click on Create a report Add the expenses you created Approve a report Conclusion 9 Once you’re done, Submit your report !
If two or more expenses are similar, you’ll get this message within your report : Create an expense Potential duplicate detection To Start Duplicate Detection Create a report Approve a report Conclusion Click on Ignore if these expenses are different, click on merge or on If they are related to the same receipt 10
• You can ”smartscan” your invoices, i. e, let Expensify fill the date/amount/merchant (up to 24 h) • Do not fill your reimbursement details within Expensify (payments will go Conclusion through our system) Approve a report • Only use Expensify for your own expenses ! Create a report receipts@expensify. com (only from your EF email address) Create an expense • You can send directly emails with invoices (Uber/Hotels) to To Start Other tips 11
To Start Approve a report or you can contact prodfinbos@ef. com Create a report you can have a look at the Expensify support website (http: //help. expensify. com/) Create an expense Any issue ? Conclusion 12
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