Getting Started with Expense: Onboarding Video Guide for End Users
Welcome to Expense! To help new users get started quickly, we've created an onboarding video that walks through the most important features and tasks in the system. Whether you're submitting expenses, managing receipts, or using the mobile app for the first time, this video provides a simple step-by-step introduction. The onboarding video is designed to help users become comfortable with Expense and start managing expenses efficiently from day one.
Logging In and Setting Up Your Account
The video starts by guiding users through the initial setup process.
Topics covered include:
- 🔑 Logging in to Expense
- 👤 Setting up your user profile
- ⚙️ Configuring personal settings
- 📧 Verifying your email address
- 📱 Connecting the Expense mobile app
✅ Everything you need to access Expense successfully.
Navigating the Expense App
Learn how to move around the Expense app and web portal with confidence.
The video covers:
- 📱 Main navigation and menus
- ➕ Creating new entries
- 📊 Understanding reports and workflows
- 📎 Managing receipts and attachments
- 🔍 Finding important features and information
✅ Quickly become familiar with the Expense interface.
Submitting Your First Expense Report
One of the most important sections of the video explains how to create and submit expense reports.
You'll learn how to:
- 📷 Upload and manage receipts
- 💰 Create expense claims
- 💳 Register corporate card purchases
- 🚗 Submit mileage reimbursement
- ✅ Complete and submit reports for approval
This walkthrough helps ensure reports are submitted correctly the first time.
Tips and Best Practices
The video also includes practical recommendations to help users get the most out of Expense.
Examples include:
- 🔔 Enabling notifications
- 📷 Capturing receipts immediately after purchase
- 📧 Sending digital receipts directly to Expense
- ✅ Avoiding common reporting mistakes
- 📊 Following company policies and approval processes
These tips help improve efficiency and reduce administration.
Why Watch the Onboarding Video?
Faster Onboarding
Get started with Expense quickly and confidently.
Better User Experience
Learn where key features are located and how they work.
Improved Accuracy
Understand how to submit receipts and reports correctly.
Reduced Support Requests
Answer common questions before they arise.
Who Should Watch This Video?
The onboarding video is recommended for:
- 👥 New Expense users
- 💳 Corporate card holders
- 🚗 Employees submitting mileage reimbursement
- ✈️ Users creating travel expense reports
- 📷 Employees managing digital receipts
✅ Perfect for anyone starting to use Expense.
💡 Best Practice Tips
- ✅ Watch the video before submitting your first report
- 📱 Download and activate the Expense app
- 📧 Verify your email address early
- 📷 Start capturing receipts as soon as you receive them
- 🔔 Enable notifications to stay updated throughout the approval process
Frequently Asked Questions (FAQ)
Is the onboarding video suitable for new users?
Yes. The video is specifically designed for new Expense users.
Does the video explain how to submit expenses?
Yes. It includes a complete walkthrough of creating and submitting expense reports.
Will I learn how to use the mobile app?
Yes. The video covers navigation, setup, and key features in the Expense app.
Does the video include mileage reimbursement and travel reports?
Yes. The onboarding guide introduces the most common reporting processes, including mileage and travel expenses.
How long does it take to complete the onboarding?
The video is designed to provide a quick overview so users can get started as efficiently as possible.
Summary
- 🎥 Watch the onboarding video to get started with Expense
- 🔑 Learn how to log in and configure your account
- 📱 Understand how to navigate the Expense app
- 💰 Create and submit your first expense report
- 📷 Manage receipts and supporting documentation
- 🚗 Learn the basics of mileage reimbursement and travel reporting
- 🚀 Get up and running quickly with Expense