All Categories ​>​ ​Troubleshooting & FAQ ​ > ​ ​Frequently asked questions and announcements

Frequently asked questions and announcements

Importing Credit Card Statements

This article guides users on importing their credit card statements into the Expensya web interface. It simplifies the comparison and reconciliation of the statement transactions with expenses in Expensya. Illustrated with steps for expense management, tips for identifying imported expenses, and deletion procedures are also included.

Updated

Difference between global admin and restricted admin

This article presents a comprehensive comparison between the roles and permissions of a Global Administrator and Restricted Administrator (or Group Administrator) in Expensya. It details their level of access across functionalities such as user management, group management, business management, banking details, custom fields, and more.

Updated

Access to your Expensya Account

This article outlines how to access and use the Expensya platform through its website and mobile app. The comprehensive guide includes steps for login, app installation, and quick navigation to expedite expense report management.

Updated

What is a report?

This instructional piece guides Expensya users on managing expenses efficiently using the "Notes" feature. It details the process of creating a note on both the web and mobile application. While specific situations may not require a note, the article emphasizes their usefulness in offering a consolidated view for better expense management. The guidance also introduces AutoNDF feature for automatic expense retrieval.

Updated

Why was my expense rejected?

This guide discusses what happens when expense reports on Expensya are either fully approved or partially rejected. It elaborates possible reasons for rejection as per a company's spending policy and emphasizes that rejected expenses can be revised and resubmitted.

Updated

How to create an Expensya account?

This guide describes the steps to create a trial account on Expensya

Updated

My report is still a draft, what does that mean?

This guide explains the life cycle of a report on Expensya. When created, a report's status is "Draft", implying that you can add, modify, or delete invoices, and then submit it to your manager. This "Draft" report is initially only visible to its creator, but becomes visible to both the manager and admin once submitted.

Updated

Does the mileage scale apply to electric vehicles?

This article explains the use of the URSSAF kilometric scale for entering electric car mileage expenses in France. It clarifies that the kilometric rate also covers battery expenses, hence no further deductions can be made. To encourage the transition towards greener mobility, the French Government offers a 20% increase in the kilometric rate for electric vehicles. The article further provides a step-by-step guide for administrators to avail this feature.

Updated

How to view reports and invoices in calendar mode?

This article guides users on how to view their invoices in a calendar mode on Expensya, providing a comprehensive monthly view of posted notes. Administrators can enable this feature from the 'Company settings'. The article gives detailed step-by-step instructions for accessing calendar view of the reports for different user roles, including administrators, managers, and accountants.

Updated

What does "To validate" mean?

The article sheds light on the "To validate" status of an expense in Expensya, indicating the need for cross-checking and correction via their intelligent recognition tool. Once these necessary edits are done and saved, the status transitions to the "Validated" stage.

Updated

How to use Expensya’s fast scan?

This article explains how to leverage Expensya's Intelligent Scanning tool, which automatically extracts necessary data from a photographed expense, thus eliminating manual data entry. The tool, functional on both web and mobile platforms, transforms the tedious process of expense management into a simplified task.

Updated

Manager or accountant can’t see a report

This article discusses mixed visibility problems faced by managers and accountants using Expensya. It primarily focuses on why all uploaded expenses may not be visible to these roles. The post analyzes three key scenarios that might contribute to this issue: unsent reports by team members, incorrect role & validation flow administration, and unidentified systemic flaws. It offers solutions to these problems and provides support contact details for complex issues.

Updated

Can I pay in the currency of my choice?

This informative piece explains the payment process for Expensya's subscription. It details how payments are made in the user's country's currency and confirms the selected mode of payment before the subscription request. The article also describes how foreign transactions are automatically converted based on the day's exchange rate where the payment currency differs from the user's country's currency.

Updated

How to refer a contact?

This instructive piece guides you on how to refer your contact in Expensya. By clicking on your name and then on 'Referral', you can copy the link and send to your contacts. A bonus? For each successful referral, both you and referred contact get an extra month on your licenses.

Updated

How to modify invoices of other employees in Expensya

This article educates readers on how to modify expenses of other collaborators as Expensya Level 1 validator, additional validator, accountant, and administrator from the web version. Detailed steps and warnings are provided for each role, enabling you to easily make necessary adjustments and facilitate efficient expense management.

Updated

How to export the total mileage expenses incurred by my employees during a period?

This article provides a step-by-step guide for accountants and administrators on how to export a report of total mileage expenses incurred by employees during a specific period. The process involves accessing the administration tab, navigating through the "Expenses and Requests" menu, utilizing expense filters to isolate mileage expenses, specifying the date range, and finally exporting the results in a chosen format for further analysis.

Updated by Rim Ferchichi

When will I be reimbursed?

This article details the various expense statuses on Expensya and advises on regular tracking of your expenses for effective management of the reimbursement process. It covers statuses including "To review", "Reviewed", "Submitted" or "Exported", and "Archived", outlining what each status signifies in your expense trajectory. The guide also provides tips on what actions can be taken if the approval or reimbursement process stalls at any stage.

Updated by Rim Ferchichi

Reimbursement: a task held by your company

This article serves as a guide for understanding various statuses of expenses on Expensya and tracking the reimbursement process. It explains different statuses such as "To review", "Reviewed", "Submitted" or “Accounted” and "Archived", providing guidance for appropriate actions to facilitate speedy reimbursements.

Updated

Managing the Recoverable VAT on Expensya

This article delves into how Expensya manages Value Added Tax (VAT). It explains the concept of VAT within the contexts of France, Corsica, and French Overseas Departments. The piece further covers how VAT can be reclaimed on company-incurred expenses on Expensya, and provides a step-by-step guide on configuring VAT recovery rates.

Updated

Powered by HelpDocs (opens in a new tab)