Training & User Education

Getting Started

• Getting Started with Abacus
• Skipping and Bulk-Skipping Corporate Card Transactions via the Team Cards Page
• Abacus Implementation Expectations and Timelines

Recorded Training

• Recorded Trainings

End User Tutorial Videos

• User Account Video Tour
• How to Connect a Personal Bank Account
• Editing an Expense
• Deleting an Expense
• Corporate Card vs. Reimbursable Expense Submission

Admin Tutorial Videos

• Setting Admin Permissions
• Creating Rules
• Creating Expense Fields
• Creating Approval Routes
• Bulk-Adding Team Fields
• Bulk Team Upload

See all 8 articles

Training Scripts

• End Users: Creating, Submitting, and Approving Expenses in Abacus
• Administrators: Configuring Company Settings

Change Management Strategies

• Strategies for Effective Onboarding