Expensify Essentials
You must upload this when submitting a purchase over $25.
What is a receipt?
You must do this at the start and end of your workday.
What is clock in and clock out?
Micaiah manages this busy person’s calendar.
Who is Glynda?
This person oversees all things events at Higher Heights.
Who is Kennetta?
When you don’t know who to ask for finance help, your best first step is this.
What is ask Nadia, Cynthia or Lora?
Before submitting, you must assign each expense to one of these.
What is a category?
If you forget to clock in or out, you should do this.
What is submit a time correction?
When you need to schedule a 1:1 with Glynda, you should do this.
What is contact Micaiah with details and availability?
Before planning an event, you must now fill out this.
What is the event request form?
This team ensures everything behind the scenes actually works.
What is the Ops Team?
This section shows whether your report was approved or sent back.
What is the Reports tab?
You should clock out for lunch if it's longer than this.
What is 30 minutes?
Micaiah can support you with calendar invites, scheduling, and this admin task.
What is note-taking or Zoom management?
The event request form should be submitted at least this many days in advance.
What is 30 business days?
If you're late submitting expenses or time, you might delay this.
What is time tracking and payroll?
This is the person who approves your report after submission.
Who is your manager or the Finance team?
This is where you go to review your past time entries.
What is the Time Tracking tab?
To avoid double-booking, always check this first.
What is Glynda’s calendar or Micaiah’s invite?
The form includes key info like event type, date, and these two logistical details.
What are location and tech needs?
This is how often we encourage you to check your Justworks and Expensify status.
What is weekly?
When you make a report, you should title it by this.
What is by event?
When logging in your time for the week, time must be allocated by these.
What is C3 & C4 org split.
You must do this before adding someone new to Glynda’s schedule.
What is confirm with Micaiah?
Submitting an event form helps with this essential part of cross-team collaboration.
What is alignment and resource planning?
The unofficial motto of the Ops Team.
What is “Help us help you!”