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πŸŽ₯ New User Training #8: The Secret Life of Apps

Lauren (Lo) Maynard
Lauren (Lo) Maynard
  • Updated

This is video 8 out of 13 in the New User training series.

  • Learn what how Torii discovers SaaS use through expenses, how to manually import expenses, and what trends Torii tracks!

Questions for Implementation

  1. Does your organization utilize an expense platform that should be integrated with Torii?
  2. Who should be responsible for importing expense files if your organization doesn't utilize an expense platform?
    • TIP: This usually falls to an organization's Finance team which may require the creation of custom role.
  3. Are there any internal data projects around expenses that need to be completed prior to adding expense data to Torii?
    • TIP: Depending on the project scope and timeline, it may be worth it to wait until your organization's expense data is scrubbed for accuracy prior to importing/integrating with Torii.

Continue Your Training Series

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Additional Resources

Introduction to Expenses

Expenses, Yearly Costs, and Contract Value

How to Add Expenses Manually

How to Delete Expenses

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