Stride Clean Expense Management

Policy Overview

12/03/2020 Overview video of Expensify Policy settings:

Expensify Policy Settings overview

Verify Domain Ownership

How-to: Manage Domains in Expensify

Expense Policies

Corporate Card Policies

Templates in GDrive:

Expense Policy Templates

The main policy template that we use is the all-encompassing one: Expense Policy - Corp Card and Expense Reimb_TEMPLATE

Expensify - Corporate Card Process 

Video Link

Expensify - Out Of Pocket Reimbursements 

Video Link

Expensify & QBO connection troubleshooting 

Video Link

Expensify directions for client

These are instructions that were previously provided to Pivot. We did not want to lose these.

Note for Client: How to Update

• These are the steps we need to perform every month to update the CC. First, I reset the connection for both the Agency and Travel cards.

• The file path for connection is:

• Settings>Account>Credit Card Import>Click on 'Import Card/Bank'

• If connection breaks>click Fix>Resign in

• Then we need to update the transactions through this file path:

• Domains>Company Cards>Actions>Update (Note: If the update doesn't work on this page click Import Card on the top of this page)

• Then create a new report on the 'Expenses' Screen.

• Click Expenses on the right menu>Use the filters to display the expenses from the prior month>Code the expense using the drop down under 'Category'

• Once fully coded use the check box icon to select all>At the top of the screen is the 'Add to Report' drop down>select New Report

Expensify Workflow

Expensify Workflow presentation deck

Divvy Application Setup - Template to Client

Hi {Client}, Wanted to send you a quick update on where we're at with the new scope implementation.

Today, we completed and submitted the Divy application. That's the first step for us to get you guys more rewarding and way more convenient "credit" cards and also open up an account for us to manage bill pay.

Once approved, we'll set up some time with you to go over the details on how it all works and our roles. I'll also send over a proposal on AP processing dates and some verbiage of what you can send to your vendors about the new AP plan (where to send their invoices, how & when they can expect to be paid, etc).

The application approval process takes about a couple business days for Divvy to complete and we'll be sure to keep you updated with further progress.

Let me know if you have any questions in the meantime. Thank you!
{Your Signature}

Filling out the Application - Part 1

Notify Ryan Dance re: client email - do they need to add acctg at before we apply?

• Go to apply.divvy.co

• Enter divvy@stride.services

• Verify email code 

• Begin application by clicking "Start Application"

Connect Bank Account

• Dashboard > Settings > Bank accounts

• Click on "Bank accounts"

• Click on "Connect New Bank"

Once connected, you will see the bank listed: 

Welcome Email

• This email should go to the accounting@clientdomain email, who you have set as the administrator in Divvy.

• Setup login & save in clients 1Password vault.

Connect Divvy to QBO

Divvy & QBO Integration steps Video Link