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
Source of Exchange Rate 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
Additional receipt compliance check
Understand the parameters for calculating mileage expenses
Identification of the @expensya domain
First use - Expert Portal
Frequently asked questions and announcements
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
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
Expensya now allows you to send your expenses from Uber to Expensya.
For this, you must create a business account with the same email you use to connect to your Expensya account and choose "Expensya" as an expense report tool from Uber.
The importance of a Business account with Uber and Expensya:
Easily switch between your personal and business account, while staying in the Expensya app, with the receipts which are automatically transferred to Expensya to your business account after each ride.
Your personal rides will never be shared with your company.
Create a new company profile:
Open the Uber app and tap the icon at the top left of your screen, then choose "Payment".
Tap "Start using Uber for business / business" and follow the instructions. Select Expensya as your expense report provider and press "Complete".
Check if you have received an email from your mailbox, to connect Uber with Expensya.
Take a tour of your business account:
Enter your destination
Tap the profile to switch to it
Select your business account to confirm the choice of account.
Simplify your travel costs with Uber and Expensya:
Save precious time by using with Expensya integration for Uber.
Once connected, Uber receipts are automatically transferred to your Expensya account after each business booking for easy inclusion of your invoices.
Facilitate your reports:
If you tip your driver, Expensya will let you update the invoice as long as you haven't sent your report yet.
Regarding e-invoices, if you have a professional account, you will be redirected to your Uber space.