From a7f022dd7f177969ba8f0178404dcabf6353c385 Mon Sep 17 00:00:00 2001 From: "T.J" Date: Thu, 9 Feb 2023 15:42:15 -0800 Subject: [PATCH 1/6] Create Your-Expensify-Partner-Manager Article New partner manager article --- .../other/Your-Expensify-Partner-Manager | 34 +++++++++++++++++++ 1 file changed, 34 insertions(+) create mode 100644 docs/articles/other/Your-Expensify-Partner-Manager diff --git a/docs/articles/other/Your-Expensify-Partner-Manager b/docs/articles/other/Your-Expensify-Partner-Manager new file mode 100644 index 000000000000..df61e136d7a8 --- /dev/null +++ b/docs/articles/other/Your-Expensify-Partner-Manager @@ -0,0 +1,34 @@ +--- +title: Your Expensify Partner Manager +description: Everything you need to know about having an Expensify partner manager +--- + + +# What is a partner manager? +A partner manager is a dedicated point of contact to support our ExpensifyApproved! Accountants with questions about their Expensify account. Partner managers support our accounting partners by providing recommendations for client's accounts, assisting with firm-wide training, and ensuring partners receive the full benefits of our partnership program. They will actively monitor open technical issues and be proactive with recommendations to increase efficiency and minimize time spent on expense management. + +Unlike Concierge, a partner manager’s support will not be real-time, 24 hours a day. A benefit of Concierge is that you get real-time support every day. Your partner manager will be super responsive when online, but anything sent when they’re offline will not be responded to until they’re online again. + +For real-time responses and simple troubleshooting issues, you can always message our general support by writing to Concierge via the in-product chat or by emailing concierge@expensify.com. + +# How do I know if I have a partner manager? +For your firm to be assigned a partner manager, you must complete the ExpensifyApproved! University training course. Every external accountant or bookkeeper who completes the training is automatically enrolled in our program and receives all the benefits, including access to the partner manager. So everyone at your firm must complete the training to receive the maximum benefit. + +You can check to see if you’ve completed the course and enrolled in the ExpensifyApproved! Accountants program simply by logging into your Expensify account. In the bottom left-hand corner of the website, you will see the ExpensifyApproved! logo. + +## How do I contact my partner manager? +You can contact your partner manager by: +- Signing in to new.expensify.com and searching for your partner manager (this is still in a test phase, so it might not work for every customer). +- Replying to or clicking the chat link on any email you get from your partner manager; + +# FAQ +## How do I know if my partner manager is online? +You will be able to see if they are online via their status in new.expensify.com, which will either say “online” or have their working hours. + +## What if I’m unable to reach my partner manager? +If for some reason, you’re unable to contact your partner manager, perhaps because they’re offline, then you can always reach out to Concierge for assistance. Your partner manager will always get back to you when they’re online again. + +## Can I get on a call with my partner manager? +Of course! You can ask your partner manager to schedule a call whenever you think one might be helpful. Our partner managers can discuss client onboarding strategies, firm wide training, and client setups. + +We recommend continuing to work with Concierge for general support questions, as this team is always online and available to help immediately. From a0926fb0dcfb693d6516560e6fccbd965a28d005 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 10 Feb 2023 08:58:26 -0500 Subject: [PATCH 2/6] Update Your-Expensify-Partner-Manager --- .../other/Your-Expensify-Partner-Manager | 27 +++++++++---------- 1 file changed, 13 insertions(+), 14 deletions(-) diff --git a/docs/articles/other/Your-Expensify-Partner-Manager b/docs/articles/other/Your-Expensify-Partner-Manager index df61e136d7a8..cb6015f27ec4 100644 --- a/docs/articles/other/Your-Expensify-Partner-Manager +++ b/docs/articles/other/Your-Expensify-Partner-Manager @@ -1,34 +1,33 @@ --- title: Your Expensify Partner Manager -description: Everything you need to know about having an Expensify partner manager +description: Everything you need to know about your Expensify Partner Manager --- -# What is a partner manager? -A partner manager is a dedicated point of contact to support our ExpensifyApproved! Accountants with questions about their Expensify account. Partner managers support our accounting partners by providing recommendations for client's accounts, assisting with firm-wide training, and ensuring partners receive the full benefits of our partnership program. They will actively monitor open technical issues and be proactive with recommendations to increase efficiency and minimize time spent on expense management. +A Partner Manager is a dedicated point of contact to support our ExpensifyApproved! Accountants with questions about their Expensify account. Partner Managers support our accounting partners by providing recommendations for client's accounts, assisting with firm-wide training, and ensuring partners receive the full benefits of our partnership program. They will actively monitor open technical issues and be proactive with recommendations to increase efficiency and minimize time spent on expense management. -Unlike Concierge, a partner manager’s support will not be real-time, 24 hours a day. A benefit of Concierge is that you get real-time support every day. Your partner manager will be super responsive when online, but anything sent when they’re offline will not be responded to until they’re online again. +Unlike Concierge, a Partner Manager’s support will not be real-time, 24 hours a day. A benefit of Concierge is that you get real-time support every day. Your partner manager will be super responsive when online, but anything sent when they’re offline will not be responded to until they’re online again. For real-time responses and simple troubleshooting issues, you can always message our general support by writing to Concierge via the in-product chat or by emailing concierge@expensify.com. -# How do I know if I have a partner manager? -For your firm to be assigned a partner manager, you must complete the ExpensifyApproved! University training course. Every external accountant or bookkeeper who completes the training is automatically enrolled in our program and receives all the benefits, including access to the partner manager. So everyone at your firm must complete the training to receive the maximum benefit. +# How do I know if I have a Partner Manager? +For your firm to be assigned a Partner Manager, you must complete the [ExpensifyApproved! University] (https://use.expensify.com/accountants) training course. Every external accountant or bookkeeper who completes the training is automatically enrolled in our program and receives all the benefits, including access to the Partner Manager. So everyone at your firm must complete the training to receive the maximum benefit. You can check to see if you’ve completed the course and enrolled in the ExpensifyApproved! Accountants program simply by logging into your Expensify account. In the bottom left-hand corner of the website, you will see the ExpensifyApproved! logo. ## How do I contact my partner manager? You can contact your partner manager by: -- Signing in to new.expensify.com and searching for your partner manager (this is still in a test phase, so it might not work for every customer). -- Replying to or clicking the chat link on any email you get from your partner manager; +- Signing in to new.expensify.com and searching for your Partner Manager +- Replying to or clicking the chat link on any email you get from your Partner Manager # FAQ -## How do I know if my partner manager is online? +## How do I know if my Partner Manager is online? You will be able to see if they are online via their status in new.expensify.com, which will either say “online” or have their working hours. -## What if I’m unable to reach my partner manager? -If for some reason, you’re unable to contact your partner manager, perhaps because they’re offline, then you can always reach out to Concierge for assistance. Your partner manager will always get back to you when they’re online again. +## What if I’m unable to reach my Partner Manager? +If you’re unable to contact your Partner Manager (i.e., they're out of office for the day) you can reach out to Concierge for assistance. Your Partner Manager will get back to you when they’re online again. -## Can I get on a call with my partner manager? -Of course! You can ask your partner manager to schedule a call whenever you think one might be helpful. Our partner managers can discuss client onboarding strategies, firm wide training, and client setups. +## Can I get on a call with my Partner Manager? +Of course! You can ask your Partner Manager to schedule a call whenever you think one might be helpful. Our partner managers can discuss client onboarding strategies, firm wide training, and client setups. -We recommend continuing to work with Concierge for general support questions, as this team is always online and available to help immediately. +We recommend continuing to work with Concierge for **general support questions**, as this team is always online and available to help immediately. From d00d14d42c8822d4155322436afe4abe98e6e7e5 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 10 Feb 2023 14:23:34 -0500 Subject: [PATCH 3/6] Update Your-Expensify-Partner-Manager --- docs/articles/other/Your-Expensify-Partner-Manager | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/other/Your-Expensify-Partner-Manager b/docs/articles/other/Your-Expensify-Partner-Manager index cb6015f27ec4..73d3a65d933d 100644 --- a/docs/articles/other/Your-Expensify-Partner-Manager +++ b/docs/articles/other/Your-Expensify-Partner-Manager @@ -15,8 +15,8 @@ For your firm to be assigned a Partner Manager, you must complete the [Expensify You can check to see if you’ve completed the course and enrolled in the ExpensifyApproved! Accountants program simply by logging into your Expensify account. In the bottom left-hand corner of the website, you will see the ExpensifyApproved! logo. -## How do I contact my partner manager? -You can contact your partner manager by: +## How do I contact my Partner Manager? +You can contact your Partner Manager by: - Signing in to new.expensify.com and searching for your Partner Manager - Replying to or clicking the chat link on any email you get from your Partner Manager @@ -28,6 +28,6 @@ You will be able to see if they are online via their status in new.expensify.com If you’re unable to contact your Partner Manager (i.e., they're out of office for the day) you can reach out to Concierge for assistance. Your Partner Manager will get back to you when they’re online again. ## Can I get on a call with my Partner Manager? -Of course! You can ask your Partner Manager to schedule a call whenever you think one might be helpful. Our partner managers can discuss client onboarding strategies, firm wide training, and client setups. +Of course! You can ask your Partner Manager to schedule a call whenever you think one might be helpful. Partner Managers can discuss client onboarding strategies, firm wide training, and client setups. We recommend continuing to work with Concierge for **general support questions**, as this team is always online and available to help immediately. From b2e78b5438de27bacf537cb39ef3cfd92345333c Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 10 Feb 2023 14:29:52 -0500 Subject: [PATCH 4/6] Update Your-Expensify-Partner-Manager --- docs/articles/other/Your-Expensify-Partner-Manager | 5 +++-- 1 file changed, 3 insertions(+), 2 deletions(-) diff --git a/docs/articles/other/Your-Expensify-Partner-Manager b/docs/articles/other/Your-Expensify-Partner-Manager index 73d3a65d933d..a208d83a72de 100644 --- a/docs/articles/other/Your-Expensify-Partner-Manager +++ b/docs/articles/other/Your-Expensify-Partner-Manager @@ -4,6 +4,7 @@ description: Everything you need to know about your Expensify Partner Manager --- +# What is a Partner Manager? A Partner Manager is a dedicated point of contact to support our ExpensifyApproved! Accountants with questions about their Expensify account. Partner Managers support our accounting partners by providing recommendations for client's accounts, assisting with firm-wide training, and ensuring partners receive the full benefits of our partnership program. They will actively monitor open technical issues and be proactive with recommendations to increase efficiency and minimize time spent on expense management. Unlike Concierge, a Partner Manager’s support will not be real-time, 24 hours a day. A benefit of Concierge is that you get real-time support every day. Your partner manager will be super responsive when online, but anything sent when they’re offline will not be responded to until they’re online again. @@ -15,12 +16,12 @@ For your firm to be assigned a Partner Manager, you must complete the [Expensify You can check to see if you’ve completed the course and enrolled in the ExpensifyApproved! Accountants program simply by logging into your Expensify account. In the bottom left-hand corner of the website, you will see the ExpensifyApproved! logo. -## How do I contact my Partner Manager? +# How do I contact my Partner Manager? You can contact your Partner Manager by: - Signing in to new.expensify.com and searching for your Partner Manager - Replying to or clicking the chat link on any email you get from your Partner Manager -# FAQ +# FAQs ## How do I know if my Partner Manager is online? You will be able to see if they are online via their status in new.expensify.com, which will either say “online” or have their working hours. From 470f39bc9cac946c4b2a421d77cd58a7114f95c8 Mon Sep 17 00:00:00 2001 From: "T.J" Date: Fri, 10 Feb 2023 15:14:29 -0800 Subject: [PATCH 5/6] Rename Your-Expensify-Partner-Manager to Your-Expensify-Partner-Manager.md --- ...xpensify-Partner-Manager => Your-Expensify-Partner-Manager.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/other/{Your-Expensify-Partner-Manager => Your-Expensify-Partner-Manager.md} (100%) diff --git a/docs/articles/other/Your-Expensify-Partner-Manager b/docs/articles/other/Your-Expensify-Partner-Manager.md similarity index 100% rename from docs/articles/other/Your-Expensify-Partner-Manager rename to docs/articles/other/Your-Expensify-Partner-Manager.md From b8f16397e824667428ae0d27552c2a3b08278ae9 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Tue, 14 Feb 2023 14:25:50 -0500 Subject: [PATCH 6/6] Update Your-Expensify-Partner-Manager.md Removed the space so that the link shows correctly! --- docs/articles/other/Your-Expensify-Partner-Manager.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/other/Your-Expensify-Partner-Manager.md b/docs/articles/other/Your-Expensify-Partner-Manager.md index a208d83a72de..9a68fbfd8b39 100644 --- a/docs/articles/other/Your-Expensify-Partner-Manager.md +++ b/docs/articles/other/Your-Expensify-Partner-Manager.md @@ -12,7 +12,7 @@ Unlike Concierge, a Partner Manager’s support will not be real-time, 24 hours For real-time responses and simple troubleshooting issues, you can always message our general support by writing to Concierge via the in-product chat or by emailing concierge@expensify.com. # How do I know if I have a Partner Manager? -For your firm to be assigned a Partner Manager, you must complete the [ExpensifyApproved! University] (https://use.expensify.com/accountants) training course. Every external accountant or bookkeeper who completes the training is automatically enrolled in our program and receives all the benefits, including access to the Partner Manager. So everyone at your firm must complete the training to receive the maximum benefit. +For your firm to be assigned a Partner Manager, you must complete the [ExpensifyApproved! University](https://use.expensify.com/accountants) training course. Every external accountant or bookkeeper who completes the training is automatically enrolled in our program and receives all the benefits, including access to the Partner Manager. So everyone at your firm must complete the training to receive the maximum benefit. You can check to see if you’ve completed the course and enrolled in the ExpensifyApproved! Accountants program simply by logging into your Expensify account. In the bottom left-hand corner of the website, you will see the ExpensifyApproved! logo.