---
title: All Videos
description: View all ExpensePoint videos.
---

[Back to home](https://support.expensepoint.com/migrated)

- [ Overview
  
  
  
  ](https://support.expensepoint.com/migrated/overview) 
    - [ Introduction ](https://support.expensepoint.com/migrated/overview#introduction)
    - [ Get Started ](https://support.expensepoint.com/migrated/overview#get-started)
    - [ User Interface Familiarization ](https://support.expensepoint.com/migrated/overview#user-interface-familiarization)
    - [ Initial Configurations ](https://support.expensepoint.com/migrated/overview#initial-configurations)
    - [ Receipt Management ](https://support.expensepoint.com/migrated/overview#receipt-management)
    - [ Manage Expense Reports ](https://support.expensepoint.com/migrated/overview#manage-expense-reports)
    - [ Approval Workflow and Policies ](https://support.expensepoint.com/migrated/overview#approval-workflow-and-policies)
    - [ Reporting and Analytics ](https://support.expensepoint.com/migrated/overview#reporting-and-analytics)
    - [ Advanced Settings ](https://support.expensepoint.com/migrated/overview#advanced-settings)
    - [ Add-On Features ](https://support.expensepoint.com/migrated/overview#add-on-features)
    - [ Support and Assistance ](https://support.expensepoint.com/migrated/overview#support-and-assistance)
- [ User
  
  
  
  ](https://support.expensepoint.com/migrated/user) 
    - [ Expense Manager ](https://support.expensepoint.com/migrated/user#expense-manager)
- [ Submitters and Approvers
  
  
  
  ](https://support.expensepoint.com/migrated/submitters-and-approvers) 
    - [ Profile ](https://support.expensepoint.com/migrated/submitters-and-approvers#profile)
    - [ Expense Manager ](https://support.expensepoint.com/migrated/submitters-and-approvers#expense-manager)
    - [ Approver ](https://support.expensepoint.com/migrated/submitters-and-approvers#approver)
- [ Admins and Accounting
  
  
  
  ](https://support.expensepoint.com/migrated/admins-and-accounting) 
    - [ Transaction Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#transaction-manager)
    - [ User and Group Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#user-and-group-manager)
    - [ Workflow Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#workflow-manager)
    - [ Settings Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#settings-manager)
    - [ Policy Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#policy-manager)
    - [ License Administrator ](https://support.expensepoint.com/migrated/admins-and-accounting#license-administrator)
    - [ Automation Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#automation-manager)
    - [ Xporter ](https://support.expensepoint.com/migrated/admins-and-accounting#xporter)
    - [ Analysis Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#analysis-manager)
    - [ Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting#accounting)
- [ Help Docs
  
  
  
  ](https://support.expensepoint.com/migrated/help-docs) 
    - [ Mobile App ](https://support.expensepoint.com/migrated/help-docs#mobile-app)
- [ Knowledge Center Videos
  
  
  
  ](https://support.expensepoint.com/migrated/knowledge-center-videos) 
    - [ English Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos#english-videos)
    - [ Vidéos en français ](https://support.expensepoint.com/migrated/knowledge-center-videos#vidéos-en-français)

# All Videos

 

| Transaction Manager |
| --- |
| Import Transactions |
| [View Imports](https://expensepointfiles.sharepoint.com/:v:/s/Public/EW6ykaJvbKhEvwm8IQZPs5oBlbUEHUgnIHnLG64E9wVtaQ?e=zUqKcN) |
| [View Transactions](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZvNnFei6OFHmaSFTgJGiEMButoGXWKPzwCtGzpD_KbtnA?e=D2k74E) |
| [Add New Template - General](https://expensepointfiles.sharepoint.com/:v:/s/Public/Ede7t8rRn6hMo_WSW9DScxwB-4o1l8oMPVeLWRzvmIzCfg?e=EEwrVe) |
| [Add New Template - Columns](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZ5pWcqBTOlJtqXs8dQmtX8BolnDMM2PJUrBhnUe8V8-Sg?e=w0Q3N3) |
| [Add New Template -  SFTP](https://expensepointfiles.sharepoint.com/:v:/s/Public/EV2xfF-bft1Nth6rMgv9i38BlPwny7NzY78ypaK8uYvSZw?e=z3NuFi) |
| [Add New Template - Expense Creation](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZOinytovrFEhvPl2DTKzsIBJ4Gw6lG8wuOJ-j15QDiuNQ?e=kVebPt) |
| [Add new Template - Schedule and Submission](https://expensepointfiles.sharepoint.com/:v:/s/Public/EUZsPUJtVElOgbkH3ulKh6IB4d5o_z-eJT4eeVm_Fg0ESQ?e=KvIL1Q) |
| [Edit Transaction Template](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZ_VBMOMHdpCtwly0GuWJVQBXgGjOkfoStGQpbmOecsKqA?e=bBV1K2) |
| [Delete Transaction Template](https://expensepointfiles.sharepoint.com/:v:/s/Public/ESdKY3lcBJVCoZ0Diz4wbUkB1Gc462om6YnMN9xMu8J-8g?e=6Rlqtu) |
| [Edit SIC Mapping](https://expensepointfiles.sharepoint.com/:v:/s/Public/EQe9udv8iWZBj68STwScLPYBVQ2nLIBr3zxVc141c57cGQ?e=0AtQeo) |
| [User and Group Manager](https://expensepointfiles.sharepoint.com/:v:/s/Public/Efmz5BftRr9Eq8rH659LNGkBXuzUJR_j85AfLjQE67TRnQ?e=3zIfIW) |
| [Add New Group](https://expensepointfiles.sharepoint.com/:v:/s/Public/ERMBd_gRF3xEm8MfZ_PeRyQB9FXLmbSrMIcFTqvO-Td2qg?e=09Vvhb) |
| [Set Permissions](https://expensepointfiles.sharepoint.com/:v:/s/Public/EbdmNqP7LMxGpZcNyMzDLwEBHgb823_DA9q4R2XWFITEdw?e=sRepXH) |
| [Add User to a Group](https://expensepointfiles.sharepoint.com/:v:/s/Public/EQA3KvkqdftOtxUeLF_fMhsBiYn7SlS2nbK3mshtyTkdDA?e=QqTLyi) |
| [Assign Roles to a Group](https://expensepointfiles.sharepoint.com/:v:/s/Public/ERZ7sSSKvYNHmHtaWYvX2hoBh0BkEcg2D0yFC-8vt35Qtw?e=JE6nrx) |
| Link Categories to a Group |
| [Modify User Group](https://expensepointfiles.sharepoint.com/:v:/s/Public/EazqpxvxbZBBhewBZ-gANKABJJ6pUSCxit29QS_Zclqtaw?e=L0RNMP) |
| [Delete User Group](https://expensepointfiles.sharepoint.com/:v:/s/Public/EaRMsLrgWMpBqu20RRF7mUIBI2wAYCwibUDnrv_GpaJdxA?e=RBmeBP) |
| [Add User - General](https://expensepointfiles.sharepoint.com/:v:/s/Public/EUm91N6XqBBIv2GXaPMRrDYBsfA16-nbNQXnZTyEyLMUDA?e=LIgK8g) |
| [Add User - User Defaults](https://expensepointfiles.sharepoint.com/:v:/s/Public/ETwtt3jQOztHm_36WDOQ7pEBEpnWIQ_mp73tVLFzKOmlxg?e=2sT1qO) |
| [Add User - Permissions](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZzrb640qTBCiUMsmEAOQ2sB9sc61RYk7jiopJfrvfqTBw?e=3AcBlQ) |
| [Add User - Member Of](https://expensepointfiles.sharepoint.com/:v:/s/Public/EUM_y_JDHE1Ot4b2pUjxD1cBpQQeRwe_2RyZZWGDDgqxEw?e=NrxGhT) |
| [Add User - Authoring](https://expensepointfiles.sharepoint.com/:v:/s/Public/ES_iGtzwVblPhXVZzL3mx94BYfOo0I0uvXOnk8FlCnA70Q?e=t414JJ) |
| [Add User - Roles](https://expensepointfiles.sharepoint.com/:v:/s/Public/EbdWOB0nt9BIr15hdwJQ9-QBO8G9sFmkyYrof-Lrg5pCRA?e=7a8rCk) |
| [Modify User](https://expensepointfiles.sharepoint.com/:v:/s/Public/ESXvK0TCYk5PjvnVEMHUcQ4BjQKN3-9oO1KNfkr7r-f-gA?e=9HCJMG) |
| [Delete User](https://expensepointfiles.sharepoint.com/:v:/s/Public/EVO3PanzmLJDsvwd2IXoFqAB7-YkrGOjPI5UOuwB1it9jA?e=uTGxFn) |
| Restore Deleted User |
| [Send Password Recovery Email](https://expensepointfiles.sharepoint.com/:v:/s/Public/Ec208trXiNBIsEvC6LBV5wUBv-6ScmATxOJT17PmLMfkNg?e=j9liJJ) |
| Remove Account Lockout |
| [Force Password Change](https://expensepointfiles.sharepoint.com/:v:/s/Public/ES8_bmLMd2VMjkVXC4iEKRgB-ZeB76y4_u3L6qQgNMCX7A?e=QN1jbW) |
| [Workflow Manager](https://expensepointfiles.sharepoint.com/:v:/s/Public/EbSkXSzKRhtKu4hkHK-gJqYBQw1OPCyJ01W4aSP57UVZHg?e=smrtEa) |
| [Add New Role - General](https://expensepointfiles.sharepoint.com/:v:/s/Public/EdpfvHZK7-VJkao0RGlAxF8BJwCEWG5yaluvTeaH1qZwAQ?e=gUrBAu) |
| [Add New Role - Approvers](https://expensepointfiles.sharepoint.com/:v:/s/Public/EUIlJVLTGnRIiY8uaPzgD6ABOygFNP2KiNS3LHDjbHc51Q?e=aFbOmw) |
| [Add New Role - Approver Groups](https://expensepointfiles.sharepoint.com/:v:/s/Public/ETsDgJovzB9DjGvYG0YLdt4BOeDZzbSMd7e0AethxWCDbA?e=VlCRWf) |
| [Modify Role](https://expensepointfiles.sharepoint.com/:v:/s/Public/EeyjBzJASTxEmxWnLh9PUfQBM0SLq4XnQ88AN3JGnYuxTA?e=m57z1O) |
| [Delete Role](https://expensepointfiles.sharepoint.com/:v:/s/Public/EVpfZ7Q7tnlEr3GDxTYQYDgBMnaqPU2-BiczQLqU_kRASw?e=2brfwR) |
| [Add New Condition](https://expensepointfiles.sharepoint.com/:v:/s/Public/EbIh29NpDFhMrjq87skG3fABrMENsp64voGx33MnPRfpxQ?e=Wy1Jcp) |
| [Modify Condition](https://expensepointfiles.sharepoint.com/:v:/s/Public/EV6feORMCJZJk39bm_Pi-WYB6hMzch7YnSmy1RK_pj_p9w?e=DYIngT) |
| [Delete Condition](https://expensepointfiles.sharepoint.com/:v:/s/Public/ER__BJIZSaZLnxbHo7Jzr7QBtO-7-MRulN6r79JGlangNQ?e=QS9KT2) |
| [Policy Manager](https://expensepointfiles.sharepoint.com/:v:/s/Public/EYM0oiSK84tHvaOYLzhiPOEB5Ht-KLYoUg3cU9LjYfhFKQ?e=bEjMxv) |
| [Add New Policy](https://expensepointfiles.sharepoint.com/:v:/s/Public/EUktlS124KNEqGf52AU46MMBs2fVwBtIbj3GcSNUCFLhHA?e=DaDS3E) |
| Modify Policy |
| [Delete Policy](https://expensepointfiles.sharepoint.com/:v:/s/Public/ERMHK4j1ZjVKhTj_GN9zwAwBAf5XKjQmgjsMsG7uW_292A?e=S4HYkc) |
| [Xporter](https://expensepointfiles.sharepoint.com/:v:/s/Public/Ed04D04nlfFOorp7vXts2d0Bcm2iSkAbMlpYRdm5XxJdAA?e=ViIrr9) |
| [Add Template](https://expensepointfiles.sharepoint.com/:v:/s/Public/ESBua_H6LIpIr9-3kjjEfJYBNigPlZ34OZM1DoGJMfSHsw?e=hvMuBl) |
|                    Add, Edit or Delete a Data Column |
| [Edit Template](https://expensepointfiles.sharepoint.com/:v:/s/Public/EabfboZdjU1Ln9Um9MDe3M8BzXcEVbU25iyMXbS3K5_vQA?e=4wsBDD) |
| [Delete Template](https://expensepointfiles.sharepoint.com/:v:/s/Public/EWxauNb8mOdCoDgLdEij87wBG2J1zHqzqjzah96Uy5Fjfg?e=ZNwfuK) |
| [Automation Manager](https://expensepointfiles.sharepoint.com/:v:/s/Public/EQwTFibwc7NPm-YdGQpIqxoBEkj_PJshzhMtJoYi9RqFLQ?e=wVz1Rh) |
| [Add New File - General](https://expensepointfiles.sharepoint.com/:v:/s/Public/Eb2eG3o--MNOuEoxzQ5nXkIBwCq3c8TkVUSo0PImCTpu0w?e=J81sP2) |
| [Add New File - Scheduling](https://expensepointfiles.sharepoint.com/:v:/s/Public/EateyotGIN1GiNOjkdBzQQYBB2uTAijqZQSbRTwkmI7-0w?e=b8VXnw) |
| [License Administrator](https://expensepointfiles.sharepoint.com/:v:/s/Public/Efuk4FK71z9PmSp74mcXFVYBfOCyMeHejn7Sv7aWlYl05g?e=h4cybY) |
| [Buy Analysis License](https://expensepointfiles.sharepoint.com/:v:/s/Public/EeDmDeRsXZ9NitMgEg0QzOIBINcqzbbCIaupZLg5aDySRg?e=05yFmn) |
| [Edit Billing Information](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZ1mCp3vUO5AqUWp2oG8ztkBM_8oiQDSF0oshkHd0dp3Qg?e=uJb20W) |
| [Contacts](https://expensepointfiles.sharepoint.com/:v:/s/Public/EQOwcrmBz69AkSRE7infkvABy0j6EwkcXJBXW2CT9DlEgQ?e=VZ2UHL) |
| [Analysis Manager](https://expensepointfiles.sharepoint.com/:v:/s/Public/EWqrqOYy8qFGuTyWy1FM75sBYG_N7_zzMTiZgsnNe_sZPA?e=mRpytU) |
| Settings |
| [Company Information](https://expensepointfiles.sharepoint.com/:v:/s/Public/EaxFCzm1LnROjgQX5_Tu3WkBK0PswPYz89MhGLNJG7d5WQ?e=f0QAsc) |
| [Communication](https://expensepointfiles.sharepoint.com/:v:/s/Public/EWyCQPth5jhEh21K30AlFSwBQznGBeY14nbv49MZVr7tWw?e=rCTmd0) |
| [Categories](https://expensepointfiles.sharepoint.com/:v:/s/Public/ES43DL1VkcZKuj7sO9ttgSYBWafD255FZFL6ei4eVD7H_Q?e=gMab2t) |
| Add Category  |
| [General](https://expensepointfiles.sharepoint.com/:v:/s/Public/ESCaQwoblC1PulYYDAVn0SYBnuqKMiFKub9PGcs6DJIU2A?e=zJbOWN) |
| [Field Labels](https://expensepointfiles.sharepoint.com/:v:/s/Public/EaDXUgxy_5ZDuawTOUtvOOMBF8wWV3pgdq1mHRMSbEishA?e=6Y4mA2) |
| [Vendors](https://expensepointfiles.sharepoint.com/:v:/s/Public/EQdkCvSFI61Ko97cN3T95_sBeJyWltxUfIsSRNjwbrXrbw?e=Ydwm2S) |
| [GL Codes](https://expensepointfiles.sharepoint.com/:v:/s/Public/EY14k03SI71CsdJo3l0StdABZJbxf0caxbNdf2MA1QPsrA?e=dBh59s) |
| [Groups](https://expensepointfiles.sharepoint.com/:v:/s/Public/EfAoZ9JqR0NEo4QF0hzSN9QBYACifVBD2Uuw86IEfyRWug?e=xRUms8) |
| [Edit Category](https://expensepointfiles.sharepoint.com/:v:/s/Public/ETeByzRk9DBJsP2KPH1umuoBzrPwmtq0BLD-HU_B4spG6w?e=4GcczJ) |
| [Delete Category](https://expensepointfiles.sharepoint.com/:v:/s/Public/EfcExVqUQLpLseyZsw9Qx4EBg4ui8V_yqz5zIbS_6u0eqg?e=aQLhJu) |
| [Company Links](https://expensepointfiles.sharepoint.com/:v:/s/Public/EUE1TE74kQ1Is47tjvlCTG0BTygB2Tg8YnkrpprFihJ0CA?e=SoJmgd) |
| [Add Edit or Delete Company Links](https://expensepointfiles.sharepoint.com/:v:/s/Public/EXU62LQGaZJJlEfAP_zaDgoBjVo6TdLE2vdE54fa8-AhXA?e=IhRqV9) |
| [Hosted Documents](https://expensepointfiles.sharepoint.com/:v:/s/Public/Ed4lapbusj9FgWOpefzrVSEBipa8N3u5VSaS6hiM7yVwnA?e=9oLNnS) |
| [GL Segments](https://expensepointfiles.sharepoint.com/:v:/s/Public/EecsVXOnQuNGpinloJzDAAIBWpBpmOz_kpWg_425ciQByg?e=F8NS5C) |
| [Edit GL Segments](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZPaU5HgiY9DqpkBq-xtYwMBOHU6vtT0Q0eSctadfOQQOQ?e=FuNoKg) |
| [Delete GL Segment](https://expensepointfiles.sharepoint.com/:v:/s/Public/EXIlIr_Iv2lPmHVH7nfehOsBf0mPzkpQWlHB23HL0vwazA?e=jDhRof) |
| [GL Rules](https://expensepointfiles.sharepoint.com/:v:/s/Public/EbjN7p7xpVdMq6HlneC7YW8BqR3COBaeTifLuqMpw9qeQA?e=CKTIqj) |
| [Payment Types](https://expensepointfiles.sharepoint.com/:v:/s/Public/EQ0US1FvqexBtRv1EVMyGkwBl_BYXTVw5h1a_APmOj_gUQ?e=ofTlQb) |
| [Add Payment Type](https://expensepointfiles.sharepoint.com/:v:/s/Public/EavC7gXnC8hMu_oopBfht6ABMqStz8gsvyCez-qfqZfRow?e=0U9F0y) |
| [Edit Payment Type](https://expensepointfiles.sharepoint.com/:v:/s/Public/EWqNiwAvEK9IsKz25YL7lv0BByoa6JsS-3ahG8Qf232ANg?e=tVrix2) |
| [Delete Payment Type](https://expensepointfiles.sharepoint.com/:v:/s/Public/EbJdGV6Op45HkXP7HYG2WRYB0nelnDR2VSxTgvmElakuiQ?e=Ss82xB) |
| [Projects](https://expensepointfiles.sharepoint.com/:v:/s/Public/Ea4rOw34htlNmQbKfK9Ro5oBta_P3WUwU4FCrMlxVVY_2g?e=umQl5f) |
| [Add Edit or Delete Projects](https://expensepointfiles.sharepoint.com/:v:/s/Public/EXfxfIB_PKVLoLUfjTFJv5EB-gFXcPXUDuPTrDJeI15EyQ?e=kvNwsX) |
| [Billable Sources](https://expensepointfiles.sharepoint.com/:v:/s/Public/EXfxfIB_PKVLoLUfjTFJv5EB-gFXcPXUDuPTrDJeI15EyQ?e=kvNwsX) |
| [Taxes](https://expensepointfiles.sharepoint.com/:v:/s/Public/EYGIqh1gws9AtQhAbTdOOmwBO0Gg4CyX8ehlNWQ3GiDt4w?e=rGMY1h) |
| [User Defined Fields](https://expensepointfiles.sharepoint.com/:v:/s/Public/EZNVP0jm8uBEvEOZUMvTbEwBacSEI2nENz6I8bMbrfmUnQ?e=cwRisQ) |
| [Report Fields](https://expensepointfiles.sharepoint.com/:v:/s/Public/ET69uL5-Uu1JjceRQBgbFqQBSeUOh-ZroI_FWJ4Nc4Qunw?e=LS7I4p) |
| [Advanced Settings](https://expensepointfiles.sharepoint.com/:v:/s/Public/EXT1iTCEvgtNiRR8AtzXBXUBNXd_CSk08j1Q2tKXkZvfdw?e=N6ZXgt) |
| [Security & Privacy](https://expensepointfiles.sharepoint.com/:v:/s/Public/EQG8xvlfuBZEgbI3MEuP-q4BLDvxi5Rfolmb4Niu5qK16w?e=19JnSB) |