How do I access training and support?
ExpensePlus has been designed to be intuitive and easy to use, enabling most users (particularly those with limited access) to get started with ExpensePlus without the need to read documentation or watch lots of training videos.
Getting set up
With a simple 5-step set-up process, getting set up is quick and easy. We've also created the following resources to help:
- Getting set up - this covers each of the set-up steps
- Customising ExpensePlus - further information about how to customise ExpensePlus
- Importing data - information about how to efficiently import and reconcile data if you are starting part-way through your financial year.
User training
For new Finance Users, we highly recommend signing up for an online tour of ExpensePlus. This 1-hour training covers all the key modules and provides a brilliant overview of ExpensePlus, as well as the chance to ask questions.
If you have multiple finance users in your organisation who would benefit from this training, then they are welcome to sign up too. If you are not able to make the sessions that are available, you can watch a pre-recorded session.
Note: We wouldn't recommend that 'regular users' sign up for the online tour. That's because many of the modules covered in the tour won't be relevant to them. As part of the welcome email from ExpensePlus to new users (when you set users up), there is a link to the module overview video for submitting purchases. This is all the information most users need.
Online support
ExpensePlus is incredibly intuitive, but if you get stuck, the best place to start is with our Training & Software Support page. To access this, just click the blue 'help' button in the top-right corner of ExpensePlus.
Our searchable online help guide covers over 400 frequently asked questions (FAQ), enabling you to find the answer you need quickly.
It's often the case that someone else has previously asked us the question you are asking, so our help guide is a great place to go. But if you need further help, just click the yellow 'Send us a message' button within the help guide to send us your questions and our support team will get back to you. Typically they reply to support requests within 2 hours!
Further training resources include:
- Module Overviews - these tutorial videos provide an overview of each module;
- Finance User Training - these videos and articles are aimed at Finance Users and provide further information about finance tasks;
- Lunch and Learn training sessions - these cover a range of key topics, such as 'Managing finance tasks effectively', 'Brilliant donor management and Gift Aid', and 'Year end tasks'.
You can find all these resources and more on our help and training page.
Additional training and support
For churches and charities that would like additional training and support, you'll find further information at Do you offer additional training and support?
We don't offer phone support. Instead, we take a more efficient approach by:
- designing a software product that is simple and intuitive;
- creating a brilliant help guide (with videos) that answers 99% of users' questions;
- offering super speedy replies to support questions;
- offering 1:1 bookable online support sessions.
We’ve found that the above approach lets us provide a great experience for our product, and it allows us to keep the subscription cost of our product low.
In short, we're ready and willing to help you when you need it!