diff --git a/docs/Gemfile.lock b/docs/Gemfile.lock index 27656eeb68f0..de99bbcb48ef 100644 --- a/docs/Gemfile.lock +++ b/docs/Gemfile.lock @@ -256,6 +256,7 @@ GEM PLATFORMS arm64-darwin-22 + arm64-darwin-23 x86_64-darwin-20 x86_64-darwin-21 diff --git a/docs/_sass/_main.scss b/docs/_sass/_main.scss index 3ad2276713da..c887849ffd99 100644 --- a/docs/_sass/_main.scss +++ b/docs/_sass/_main.scss @@ -371,9 +371,26 @@ button { flex-wrap: wrap; } + h1 { + font-size: 1.5em; + padding: 20px 0 12px 0; + } + + h2 { + font-size: 1.125em; + font-weight: 500; + font-family: "ExpensifyNewKansas", "Helvetica Neue", "Helvetica", Arial, sans-serif; + } + + h3 { + font-size: 1em; + font-family: "ExpensifyNeue", "Helvetica Neue", "Helvetica", Arial, sans-serif; + } + h2, h3 { - font-family: "ExpensifyNewKansas", "Helvetica Neue", "Helvetica", Arial, sans-serif; + margin: 0; + padding: 12px 0 12px 0; } blockquote { diff --git a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md index a7553e6ae179..d933e66cc2d1 100644 --- a/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md +++ b/docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md @@ -3,18 +3,18 @@ title: Expensify Playbook for Small to Medium-Sized Businesses description: Best practices for how to deploy Expensify for your business redirect_from: articles/playbooks/Expensify-Playbook-for-Small-to-Medium-Sized-Businesses/ --- -## Overview +# Overview This guide provides practical tips and recommendations for small businesses with 100 to 250 employees to effectively use Expensify to improve spend visibility, facilitate employee reimbursements, and reduce the risk of fraudulent expenses. - See our [US-based VC-Backed Startups](https://help.expensify.com/articles/playbooks/Expensify-Playbook-for-US-based-VC-Backed-Startups) if you are more concerned with top-line revenue growth -## Who you are +# Who you are As a small to medium-sized business owner, your main aim is to achieve success and grow your business. To achieve your goals, it is crucial that you make worthwhile investments in both your workforce and your business processes. This means providing your employees with the resources they need to generate revenue effectively, while also adopting measures to guarantee that expenses are compliant. -## Step-by-step instructions for setting up Expensify +# Step-by-step instructions for setting up Expensify This playbook is built on best practices we’ve developed after processing expenses for tens of thousands of companies around the world. As such, use this playbook as your starting point, knowing that you can customize Expensify to suit your business needs. Every company is different, and your dedicated Setup Specialist is always one chat away with any questions you may have. -### Step 1: Create your Expensify account +## Step 1: Create your Expensify account If you don't already have one, go to *[new.expensify.com](https://new.expensify.com)* and sign up for an account with your work email address. The account is free so don’t worry about the cost at this stage. > _Employees really appreciate how easy it is to use, and the fact that the reimbursement drops right into their bank account. Since most employees are submitting expenses from their phones, the ease of use of the app is critical_ @@ -22,7 +22,7 @@ If you don't already have one, go to *[new.expensify.com](https://new.expensify. > **Robyn Gresham** > Senior Accounting Systems Manager at SunCommon -### Step 2: Create a Control Policy +## Step 2: Create a Control Policy There are three policy types, but for your small business needs we recommend the *Control Plan* for the following reasons: - *The Control Plan* is designed for organizations with a high volume of employee expense submissions, who also rely on compliance controls @@ -40,7 +40,7 @@ To create your Control Policy: The Control Plan also gives you access to a dedicated Setup Specialist. You can find yours by looking at your policy's *#admins* room in *[new.expensify.com](https://new.expensify.com)*, and in your company’s policy settings in the *Overview* tab, where you can chat with them and schedule an onboarding call to walk through any setup questions. The Control Plan bundled with the Expensify Card is only *$9 per user per month* (not taking into account cash back your earn) when you commit annually. That’s a 75% discount off the unbundled price point if you choose to use a different Corporate Card (or no) provider. -### Step 3: Connect your accounting system +## Step 3: Connect your accounting system As a small to medium-sized business, it's important to maintain proper spend management to ensure the success and stability of your organization. This requires paying close attention to your expenses, streamlining your financial processes, and making sure that your financial information is accurate, compliant, and transparent. Include best practices such as: - Every purchase is categorized into the correct account in your chart of accounts @@ -65,7 +65,7 @@ Check out the links below for more information on how to connect to your account *“Employees really appreciate how easy it is to use, and the fact that the reimbursement drops right into their bank account. Since most employees are submitting expenses from their phones, the ease of use of the app is critical.”* - Robyn Gresham, Senior Accounting Systems Manager at SunCommon -### Step 4: Set category-specific compliance controls +## Step 4: Set category-specific compliance controls Head over to the *Categories* tab to set compliance controls on your newly imported list of categories. More specifically, we recommend the following: 1. First, enable *People Must Categorize Expenses*. Employees must select a category for each expense, otherwise, in most cases, it’s more work on you and our accounting connections will simply reject any attempt to export. @@ -78,7 +78,7 @@ Head over to the *Categories* tab to set compliance controls on your newly impor 3. Disable any irrelevant expense categories that aren’t associated with employee spend 4. Configure *auto-categorization*, located just below your category list in the same tab. The section is titled *Default Categories*. Just find the right category, and match it with the presented category groups to allow for MCC (merchant category code) automated category selection with every imported connected card transaction. -### Step 5: Make sure tags are required, or defaults are set +## Step 5: Make sure tags are required, or defaults are set Tags in Expensify often relate to departments, projects/customers, classes, and so on. And in some cases they are *required* to be selected on every transactions. And in others, something like *departments* is a static field, meaning we could set it as an employee default and not enforce the tag selection with each expense. *Make Tags Required* @@ -89,7 +89,7 @@ In the tags tab in your policy settings, you’ll notice the option to enable th *Set Tags as an Employee Default* Separately, if your policy is connected to NetSuite or Sage Intacct, you can set departments, for example, as an employee default. All that means is we’ll apply the department (for example) that’s assigned to the employee record in your accounting package and apply that to every exported transaction, eliminating the need for the employee to have to manually select a department for each expense. -### Step 6: Set rules for all expenses regardless of categorization +## Step 6: Set rules for all expenses regardless of categorization In the Expenses tab in your group Control policy, you’ll notice a *Violations* section designed to enforce top-level compliance controls that apply to every expense, for every employee in your policy. We recommend the following confiuration: *Max Expense Age: 90 days (or leave it blank)* @@ -105,7 +105,7 @@ Receipts are important, and in most cases you prefer an itemized receipt. Howeve At this point, you’ve set enough compliance controls around categorical spend and general expenses for all employees, such that you can put trust in our solution to audit all expenses up front so you don’t have to. Next, let’s dive into how we can comfortably take on more automation, while relying on compliance controls to capture bad behavior (or better yet, instill best practices in our employees). -### Step 7: Set up scheduled submit +## Step 7: Set up scheduled submit For an efficient company, we recommend setting up [Scheduled Submit](https://community.expensify.com/discussion/4476/how-to-enable-scheduled-submit-for-a-group-policy) on a *Daily* frequency: - Click *Settings > Policies* @@ -125,7 +125,7 @@ Expenses with violations will stay behind for the employee to fix, while expense > Kevin Valuska > AP/AR at Road Trippers -### Step 8: Connect your business bank account (US only) +## Step 8: Connect your business bank account (US only) If you’re located in the US, you can utilize Expensify’s payment processing and reimbursement features. *Note:* Before you begin, you’ll need the following to validate your business bank account: @@ -145,7 +145,7 @@ Let’s walk through the process of linking your business bank account: You only need to do this once: you are fully set up for not only reimbursing expense reports, but issuing Expensify Cards, collecting customer invoice payments online (if applicable), as well as paying supplier bills online. -### Step 9: Invite employees and set an approval workflow +## Step 9: Invite employees and set an approval workflow *Select an Approval Mode* We recommend you select *Advanced Approval* as your Approval Mode to set up a middle-management layer of a approval. If you have a single layer of approval, we recommend selecting [Submit & Approve](https://community.expensify.com/discussion/5643/deep-dive-submit-and-approve). But if *Advanced Approval* if your jam, keep reading! @@ -159,13 +159,13 @@ In most cases, at this stage, approvers prefer to review all expenses for a few In this case we recommend setting *Manually approve all expenses over: $0* -### Step 10: Configure Auto-Approval +## Step 10: Configure Auto-Approval Knowing you have all the control you need to review reports, we recommend configuring auto-approval for *all reports*. Why? Because you’ve already put reports through an entire approval workflow, and manually triggering reimbursement is an unnecessary action at this stage. 1. Navigate to *Settings > Policies > Group > [Policy Name] > Reimbursement* 2. Set your *Manual Reimbursement threshold to $20,0000* -### Step 11: Enable Domains and set up your corporate card feed for employees +## Step 11: Enable Domains and set up your corporate card feed for employees Expensify is optimized to work with corporate cards from all banks – or even better, use our own perfectly integrated *[Expensify Card](https://use.expensify.com/company-credit-card)*. The first step for connecting to any bank you use for corporate cards, and the Expensify Card is to validate your company’s domain in Domain settings. To do this: @@ -173,7 +173,7 @@ To do this: - Click *Settings* - Then select *Domains* -#### If you have an existing corporate card +### If you have an existing corporate card Expensify supports direct card feeds from most financial institutions. Setting up a corporate card feed will pull in the transactions from the connected cards on a daily basis. To set this up, do the following: 1. Go to *Company Cards >* Select your bank @@ -187,7 +187,7 @@ Expensify supports direct card feeds from most financial institutions. Setting u As mentioned above, we’ll be able to pull in transactions as they post (daily) and handle receipt matching for you and your employees. One benefit of the Expensify Card for your company is being able to see transactions at the point of purchase which provides you with real-time compliance. We even send users push notifications to SmartScan their receipt when it’s required and generate IRS-compliant e-receipts as a backup wherever applicable. -#### If you don't have a corporate card, use the Expensify Card (US only) +### If you don't have a corporate card, use the Expensify Card (US only) Expensify provides a corporate card with the following features: - Up to 2% cash back (up to 4% in your first 3 months!) @@ -214,7 +214,7 @@ Once the Expensify Cards have been assigned, each employee will be prompted to e If you have an accounting system we directly integrate with, check out how we take automation a step further with [Continuous Reconciliation](https://community.expensify.com/discussion/7335/faq-what-is-the-expensify-card-auto-reconciliation-process). We’ll create an Expensify Card clearing and liability account for you. Each time settlement occurs, we’ll take the total amount of your purchases and create a journal entry that credits the settlement account and debits the liability account - saving you hours of manual reconciliation work at the end of your statement period. -### Step 12: Set up Bill Pay and Invoicing +## Step 12: Set up Bill Pay and Invoicing As a small business, managing bills and invoices can be a complex and time-consuming task. Whether you receive bills from vendors or need to invoice clients, it's important to have a solution that makes the process simple, efficient, and cost-effective. Here are some of the key benefits of using Expensify for bill payments and invoicing: @@ -246,7 +246,7 @@ Reports, invoices, and bills are largely the same, in theory, just with differen You’ll notice it’s a slightly different flow from creating a Bill. Here, you are adding the transactions tied to the Invoice, and establishing a due date for when it needs to get paid. If you need to apply any markups, you can do so from your policy settings under the Invoices tab. Your customers can pay their invoice in Expensify via ACH, or Check, or Credit Card. -### Step 13: Run monthly, quarterly and annual reporting +## Step 13: Run monthly, quarterly and annual reporting At this stage, reporting is important and given that Expensify is the primary point of entry for all employee spend, we make reporting visually appealing and wildly customizable. 1. Head to the *Expenses* tab on the far left of your left-hand navigation @@ -261,7 +261,7 @@ We recommend reporting: ![Expenses!](https://help.expensify.com/assets/images/playbook-expenses.png){:width="100%"} -### Step 14: Set your Subscription Size and Add a Payment card +## Step 14: Set your Subscription Size and Add a Payment card Our pricing model is unique in the sense that you are in full control of your billing. Meaning, you have the ability to set a minimum number of employees you know will be active each month and you can choose which level of commitment fits best. We recommend setting your subscription to *Annual* to get an additional 50% off on your monthly Expensify bill. In the end, you've spent enough time getting your company fully set up with Expensify, and you've seen how well it supports you and your employees. Committing annually just makes sense. To set your subscription, head to: @@ -280,5 +280,5 @@ Now that we’ve gone through all of the steps for setting up your account, let 3. Enter your name, card number, postal code, expiration and CVV 4. Click *Accept Terms* -## You’re all set! +# You’re all set! Congrats, you are all set up! If you need any assistance with anything mentioned above or would like to understand other features available in Expensify, reach out to your Setup Specialist directly in *[new.expensify.com](https://new.expensify.com)*. Don’t have one yet? Create a Control Policy, and we’ll automatically assign a dedicated Setup Specialist to you. diff --git a/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md b/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md index 14ade143a35b..1a567dbe6fa3 100644 --- a/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md +++ b/docs/articles/expensify-classic/send-payments/Third-Party-Payments.md @@ -6,7 +6,7 @@ description: A help article that covers Third Party Payment options including Pa Expensify offers convenient third party payment options that allow you to streamline the process of reimbursing expenses and managing your finances. With these options, you can pay your expenses and get reimbursed faster and more efficiently. In this guide, we'll walk you through the steps to set up and use Expensify's third party payment options. -## Overview +# Overview Expensify offers integration with various third party payment providers, making it easy to reimburse employees and manage your expenses seamlessly. Some of the key benefits of using third-party payment options in Expensify include: @@ -14,7 +14,7 @@ Expensify offers integration with various third party payment providers, making - Secure Transactions: Benefit from the security features and protocols provided by trusted payment providers. - Centralized Expense Management: Consolidate all your expenses and payments within Expensify for a more efficient financial workflow. -## Setting Up Third Party Payments +# Setting Up Third Party Payments To get started with third party payments in Expensify, follow these steps: @@ -30,7 +30,7 @@ To get started with third party payments in Expensify, follow these steps: 6. **Verify Your Account**: Confirm your linked account to ensure it's correctly integrated with Expensify. -## Using Third Party Payments +# Using Third Party Payments Once you've set up your third party payment option, you can start using it to reimburse expenses and manage payments: @@ -42,22 +42,18 @@ Once you've set up your third party payment option, you can start using it to re 4. **Track Payment Status**: You can track the status of payments and view transaction details within your Expensify account. -## FAQ’s +# FAQ’s -### Q: Are there any fees associated with using third party payment options in Expensify? +## Q: Are there any fees associated with using third party payment options in Expensify? A: The fees associated with third party payments may vary depending on the payment provider you choose. Be sure to review the terms and conditions of your chosen provider for details on any applicable fees. -### Q: Can I use multiple third party payment providers with Expensify? +## Q: Can I use multiple third party payment providers with Expensify? A: Expensify allows you to link multiple payment providers if needed. You can select the most suitable payment method for each expense report. -### Q: Is there a limit on the amount I can reimburse using third party payments? +## Q: Is there a limit on the amount I can reimburse using third party payments? A: The reimbursement limit may depend on the policies and settings configured within your Expensify account and the limits imposed by your chosen payment provider. With Expensify's third party payment options, you can simplify your expense management and reimbursement processes. By following the steps outlined in this guide, you can set up and use third party payments efficiently. - - - - diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md index 996d7896502f..17c7a60b8e5a 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Admins.md @@ -4,16 +4,16 @@ description: Best Practices for Admins settings up Expensify Chat redirect_from: articles/other/Expensify-Chat-For-Admins/ --- -## Overview +# Overview Expensify Chat is an incredible way to build a community and foster long-term relationships between event producers and attendees, or attendees with each other. Admins are a huge factor in the success of the connections built in Expensify Chat during the events, as they are generally the drivers of the conference schedule, and help ensure safety and respect is upheld by all attendees both on and offline. -## Getting Started +# Getting Started We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees: - [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) - [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) - [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) -## Admin Best Practices +# Admin Best Practices In order to get the most out of Expensify Chat, we created a list of best practices for admins to review in order to use the tool to its fullest capabilities. **During the conference:** diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md index 20e15aaa6c72..30eeb4158902 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Attendees.md @@ -4,19 +4,19 @@ description: Best Practices for Conference Attendees redirect_from: articles/other/Expensify-Chat-For-Conference-Attendees/ --- -## Overview +# Overview Expensify Chat is the best way to meet and network with other event attendees. No more hunting down your contacts by walking the floor or trying to find someone in crowds at a party. Instead, you can use Expensify Chat to network and collaborate with others throughout the conference. To help get you set up for a great event, we’ve created a guide to help you get the most out of using Expensify Chat at the event you’re attending. -## Getting Started +# Getting Started We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your fellow attendees: - [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) - [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) - [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) -## Chat Best Practices +# Chat Best Practices To get the most out of your experience at your conference and engage people in a meaningful conversation that will fulfill your goals instead of turning people off, here are some tips on what to do and not to do as an event attendee using Expensify Chat: **Do:** diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md index 3e19cf6fe26a..652fc2ee4d2b 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-For-Conference-Speakers.md @@ -4,17 +4,17 @@ description: Best Practices for Conference Speakers redirect_from: articles/other/Expensify-Chat-For-Conference-Speakers/ --- -## Overview +# Overview Are you a speaker at an event? Great! We're delighted to provide you with an extraordinary opportunity to connect with your session attendees using Expensify Chat — before, during, and after the event. Expensify Chat offers a powerful platform for introducing yourself and your topic, fostering engaging discussions about your presentation, and maintaining the conversation with attendees even after your session is over. -## Getting Started +# Getting Started We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees: - [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) - [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) - [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) -## Setting Up a Chatroom for Your Session: Checklist +# Setting Up a Chatroom for Your Session: Checklist To make the most of Expensify Chat for your session, here's a handy checklist: - Confirm that your session has an Expensify Chat room, and have the URL link ready to share with attendees in advance. - You can find the link by clicking on the avatar for your chatroom > “Share Code” > “Copy URL to dashboard” @@ -22,7 +22,7 @@ To make the most of Expensify Chat for your session, here's a handy checklist: - Consider having a session moderator with you on the day to assist with questions and discussions while you're presenting. - Include the QR code for your session's chat room in your presentation slides. Displaying it prominently on every slide ensures that attendees can easily join the chat throughout your presentation. -## Tips to Enhance Engagement Around Your Session +# Tips to Enhance Engagement Around Your Session By following these steps and utilizing Expensify Chat, you can elevate your session to promote valuable interactions with your audience, and leave a lasting impact beyond the conference. We can't wait to see your sessions thrive with the power of Expensify Chat! **Before the event:** diff --git a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md index a81aef2044a2..caeccd1920b1 100644 --- a/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md +++ b/docs/articles/new-expensify/getting-started/chat/Expensify-Chat-Playbook-For-Conferences.md @@ -3,10 +3,10 @@ title: Expensify Chat Playbook for Conferences description: Best practices for how to deploy Expensify Chat for your conference redirect_from: articles/playbooks/Expensify-Chat-Playbook-for-Conferences/ --- -## Overview +# Overview To help make setting up Expensify Chat for your event and your attendees super simple, we’ve created a guide for all of the technical setup details. -## Who you are +# Who you are As a conference organizer, you’re expected to amaze and inspire attendees. You want attendees to get to the right place on time, engage with the speakers, and create relationships with each other that last long after the conference is done. Enter Expensify Chat, a free feature that allows attendees to interact with organizers and other attendees in realtime. With Expensify Chat, you can: - Communicate logistics and key information @@ -21,20 +21,20 @@ Sounds good? Great! In order to ensure your team, your speakers, and your attend *Let’s get started!* -## Support +# Support Connect with your dedicated account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below. We also have a number of [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) available to admins to help make sure your event is seamless, safe, and fun! -## Step by step instructions for setting up your conference on Expensify Chat +# Step by step instructions for setting up your conference on Expensify Chat Based on our experience running conferences atop Expensify Chat, we recommend the following simple steps: -### Step 1: Create your event workspace in Expensify +## Step 1: Create your event workspace in Expensify To create your event workspace in Expensify: 1. In [new.expensify.com](https://new.expensify.com): “+” > “New workspace” 1. Name the workspace (e.g. “ExpensiCon”) -### Step 2: Set up all the Expensify Chat rooms you want to feature at your event +## Step 2: Set up all the Expensify Chat rooms you want to feature at your event **Protip**: Your Expensify account manager can complete this step with you. Chat them in #admins on new.expensify.com to coordinate! To create a new chat room: @@ -54,7 +54,7 @@ For an easy-to-follow event, we recommend creating these chat rooms: **Protip** Check out our [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment just click the flag icon to moderate conversation. -### Step 3: Add chat room QR codes to the applicable session slide deck +## Step 3: Add chat room QR codes to the applicable session slide deck Gather QR codes: 1. Go to [new.expensify.com](https://new.expensify.com) 1. Click into a room and click the room name or avatar in the top header @@ -63,7 +63,7 @@ Gather QR codes: Add the QR code to every slide so that if folks forget to scan the QR code at the beginning of the presentation, they can still join the discussion. -### Step 4: Plan out your messaging and cadence before the event begins +## Step 4: Plan out your messaging and cadence before the event begins Expensify Chat is a great place to provide updates leading up to your event -- share news, get folks excited about speakers, and let attendees know of crucial event information like recommended attire, travel info, and more. For example, you might consider: **Prep your announcements:** @@ -80,15 +80,15 @@ Expensify Chat is a great place to provide updates leading up to your event -- s **Protip**: Your account manager can help you create this document, and would be happy to send each message at the appointed time for you. -### Step 5: Share Expensify Chat How-To Resources with Speakers, Attendees, Admins +## Step 5: Share Expensify Chat How-To Resources with Speakers, Attendees, Admins We’ve created a few helpful best practice docs for your speakers, admins, and attendees to help navigate using Expensify Chat at your event. Feel free to share the links below with them! - [Expensify Chat for Conference Attendees](https://help.expensify.com/articles/other/Expensify-Chat-For-Conference-Attendees) - [Expensify Chat for Conference Speakers](https://help.expensify.com/articles/other/Expensify-Chat-For-Conference-Speakers) - [Expensify Chat for Admins](https://help.expensify.com/articles/other/Expensify-Chat-For-Admins) -### Step 6: Follow up with attendees after the event +## Step 6: Follow up with attendees after the event Continue the connections by using Expensify Chat to keep your conference community connected. Encourage attendees to share photos, their favorite memories, funny stories, and more. -## Conclusion +# Conclusion Once you have completed the above steps you are ready to host your conference on Expensify Chat! Let your account manager know any questions you have over in your [new.expensify.com](https://new.expensify.com) #admins room and start driving activity in your Expensify Chat rooms. Once you’ve reviewed this doc you should have the foundations in place, so a great next step is to start training your speakers on how to use Expensify Chat for their sessions. Coordinate with your account manager to make sure everything goes smoothly!