First use - Employee
How do I send a report in Expensya?
How to create an Expensya account?
The different statuses of a report
How to create a report?
How do I add or delete an invoice?
How do I add and delete my mileage expense?
How to add a guest on an invoice?
Managing my vehicles for my mileage expenses
How to assign an invoice to a report?
Exports reports and invoices
Validate my Expensya trial account
My report is still a draft, what does that mean?
Automatic import of bank card statement
Professional payment instruments
Personal payment instruments
Source of Exchange Rate on Expensya
Creation and management of credit notes and expense cancellations on Expensya
First use - Company
How do I add or delete a user or adminisrator?
Can I change the export format?
Importing bank statements
Banks supported by Expensya
How to create user groups in Expensya?
Assign an administrator or accountant to user group
How to give or receive access delegation on Expensya?
How to create a project in Expensya?
How to assign my collaborators and groups to a project ?
Manage professional vehicles in Expensya
How to fill the project import template
How to create a category and configure my chart of accounts?
Customize the expense form fields
Customize category recognition for fast scan
How to configure expense rules
How to set up bank accounts in Expensya
How to manage mileage expenses in Expensya?
Change my offer
How to export all company’s expense reports
How to deactivate compensation for mileage expenses?
Difference between global admin and restricted admin
Grant or receive an access delegation on Expensya
Add a lump sum - The German perdiem
How to enter mileage expense with a professional vehicle
An invoice's statuses
Customize mileage expenses rates
Custom Fields - The Basics
Additional receipt compliance check
Custom select list field
Category accounting data by Group
Import of bank statements by the Administrator
Understand the parameters for calculating mileage expenses
Custom fields: linking to an expense rule
Identification of the @expensya domain
First use - Expert Portal
Frequently asked questions and announcements
Archiving with probative value by country
Legal archiving in Spain
How can clients recover data following archiving?
How to calculate mileage charges according to URSSAF scale?
Does the mileage scale apply to electric vehicles?
How to view reports and invoices in calendar mode?
How to collect my invoices from different merchant sites?
What does "to validate" mean?
How to use Expensya’s fast scan?
Why does the calculation of mileage charges seem incorrect?
How do I update my payment method ?
Manager or accountant can’t see a report
Can I pay in the currency of my choice?
Is reimbursement made through Expensya?
How to refer a contact?
How to modify invoices of other employees in Expensya
Calculating mileage expenses by applying the principle of compensation - case study
Integrations and API
Standard Cegid Export
How to activate accounting export formats?
Standard SAP Export
Connect to QuickBooks from Expensya
How to configure the Expensya-QuickBooks integration?
How do I send my invoices from Expensya to QuickBooks?
Associate a bank account with non-reimbursable expenses
How to see the data exported on Quickbooks?
How to activate payment exports
How to use Expensya's OCR + APIs?
How to use Expensya Partner's public APIs?
How to generate API keys?
How to use Expensya's public APIs?
How to use public APIs to retrieve Expensya customer data as a VAT recovery partner?
How to integrate Uber to Expensya
Subscription and Billing
Updated by Imen Habouria
Expensya allows you to add professional payment instruments. These can be activated from the “Administration" tab on the Web.
Professional payment instruments allow employees to create expenses using company funds. As a result, the employee is obliged to offset expenses created with the professional card (corporate debit card) and send them for approval. These expenses will be non- reimbursable.
Adding a professional payment method
- To add a professional payment instrument,
- Go to the "Administration" tab
- Click on “payment” and then “Payment instruments”
- Select “Add a professional payment instrument"
Payment instruments configuration :
To configure the payment instrument, the account administrator is required to fill in the fields marked with a red asterisk:
- Payment instrument name
- Payment instrument type :
- Company debit card
- Other (if it consists of another professional payment instrument that does not exist in the drop-down menu).
- Once the mandatory fields have been filled in, simply click on “save” to add the payment instrument.
The administrator can assign the professional payment instrument to one or more employees by indicating their name(s) in the “Assign to users” field.
Modifying or disabling professional payment instruments :
The account administrator can modify and disable already created payment instruments.
To do this, simply:
- Select the payment instrument
- Click "edit" to modify or "Disable"
- Make the required changes
- Click “Save”
Modifying professional payment instruments
Disabling professional payment instruments
Exporting professional payment instruments :
It is possible to export a file containing all the details related to some or all business payment instruments. To do this, simply :
- Select the payment instruments you wish to export
- Click on “Export result”
It is also possible to filter certain payment instrument by completing the appropriate filters.