Welcome to Training!
Start here if you are new to the system, or perhaps just need a refresher.
Find a training time that works for you, below. Live Q&A is held at the end of each session, and come as often as you need! All sessions are live and facilitated by a Trainer.
To reference a training attendance list for your company, please contact your Customer Success Manager, and/or Project Manager.
Creating & Submitting Expense ReportsAlternating schedule
How to create, review, and edit your expense reports.
Approving Expense ReportsAlternating schedule
How to approve and process employees' expense reports.
Managing Rules with RulebuilderAlternating schedule
How to view, manage, create, edit, and deactivate rules for your organization.