MyExpense with WalkMe assistance bridges the gap between learning and practical support. WalkMe is a unique kind of customer support, it is available right in the system with customers. It helps users learn how to use MyExpense and addresses simple mistakes and common points of confusion right as they occur. It is like having a trusty workflow companion that shows you how to tackle tasks, rather than just telling you.  

WalkMe swiftly guides users through solutions with on-screen prompts, visual cues, and helpful tips. Our Supply Chain Management (SCM) experts have added WalkMe to areas in MyExpense where we know new, and even seasoned users, run into trouble. The orange WalkMe prompts and tips help point out navigation points, boxes to click, and options to consider. As you go through your workflow, WalkMe is there. If you need help, simply click and WalkMe will guide the way.  

You can also use WalkMe as a training tool. Doing something for the first time, or for the first time in a while? Use the orange “?” in the bottom right corner, and it will bring up a list of WalkMe guides. You can check out how it works by exploring “Creating a Guest Expense Report,” as it will take you through the entire process with helpful prompts and tips.

“I am excited about the launch of WalkMe for MyExpense! Our team has designed WalkMe to assist directly within the system, providing help right when you need it. MyExpense with WalkMe is your guide to navigating tasks efficiently and seamlessly.” - Lian Sussmann, Executive Director, SCM Solutions and Support Operations   

Next time you are in MyExpense, look for orange tip boxes, and the orange “?” in the bottom right-hand corner of your screen will show you the MyExpense tasks with WalkMe guidance. As always, we welcome feedback, and if you need support for expense policy, or anything else, use the “?” to access support links.