As an ExpensifyApproved! Partner, your firm gains access to exclusive support services designed to enhance your experience and help your clients succeed. This guide outlines the key support resources available to you.

ExpensifyApproved! University

Purpose: Train and certify your team on Expensify.

Benefits:

• Gain foundational knowledge of Expensify.
• Earn 3 CPE credits (US-only).
• Unlock partner perks, including tickets to ExpensiCon.
• Access training at university.expensify.com.

Partner Manager

Your Partner Manager is your dedicated contact for strategic support.

Key Responsibilities:

• Handle escalations promptly.
• Organize firm-wide training sessions.
• Provide recommendations to optimize your clients’ accounts.
• Assist with strategic planning and feature adoption.

How to Connect with Your Partner Manager

To be assigned a Partner Manager, you must complete the ExpensifyApproved! University training. Once completed, check your Expensify account:

• Look for the ExpensifyApproved! logo in the bottom left-hand corner.
• Navigate to Support to message your Partner Manager.

Contact Options:

1. Log in to new.expensify.com and search for your Partner Manager.
2. Reply to any email from your Partner Manager.

Checking Availability:

• Your Partner Manager’s status in New Expensify will show as “Online” or display their working hours.

Scheduling a Call:

• You can request a call for discussions on client onboarding, training, and best practices.
• For general support questions, use Concierge chat for immediate assistance.

Client Setup Specialist

Purpose: Ensure seamless onboarding for your referred clients.

Duties:

• Assist with Expensify setup and accounting integrations.
• Ensure clients have the necessary tools and knowledge.
• To connect with a Client Setup Specialist, log in and navigate to Support.

Client Account Manager

Role: Provide ongoing support for client accounts.

Responsibilities:

• Address daily product-related inquiries.
• Guide clients in optimizing their Expensify experience.
• To contact your Client Account Manager, log in and go to Support.

Concierge Chat Support

Availability: Real-time support for immediate inquiries.

Features:

• Response time under 2 minutes.
• Available to both accountants and clients.
• Click the chat bubble in the bottom right-hand corner of Expensify for instant help.

Expensify’s Partner Support ensures you and your clients receive elevated support in Expensify. If you need further guidance, reach out via Support in your Expensify account or connect directly with your Partner Manager!