Basic Expensify Settings for Finance Connect Users

Optimizer Zac explains Expensify settings, from how to select QuickBooks accounts used in Expensify, to how to sync a client or customer list from QuickBooks into Expensify, and how to enforce a reviewer workflow within Expensify.

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Using Expensify to Collect Advanced Case Costs

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Filevine and Finance Connect: Contingency Projects Demo