Backup history of reports and integrations in Expensya.

Expensya gives employees full access to their expense reports, authorization requests, and budget statuses. This allows them to check the different steps of submitting and approving their reports.

It also helps administrators, accountants, and managers control and track various procedures. At each step, they can see who took specific actions, the date of these actions, and any changes made.

Expense Report History

As a manager/validator, you can review the history of reports sent for validation by your employees.

To access:

  1. Go to the "Manager" tab.
This tab appears if you are assigned as a validator for one or more employees within the company.
  1. Click on "Edit report"
  1. At the bottom of the page, you'll find the expense report history.

Employees, whether they are regular users, validators, administrators, or accountants, can also view their own reports from the "Reports" tab.

To access:

  1. Go to the "Reports" tab.

  1. Click "Edit Report."
  1. Scroll to the bottom of the page to see the list of actions on the report as shown in the attached image.

Additionally, Expensya offers a record of data integrations and exports for administrators.

This history provides complete visibility into integration and data export actions, making overall expense management easier.

To access:

  1. Click on the "Admin" tab.
  1. Click on the submenu "Import/Export Histories."

The Import/Export History tab provides comprehensive details about each import event, including:

  • State of the Import: Displays the status of the import event, which can be "Processed," "Failed," or "Partially Processed."
  • Start & End Date: Indicates the start and end dates of the import event.
  • Number of Failed Expenses: Shows the count of failed expense imports (the number of ignored elements equals the number of expenses that failed to import).
  • Number of Imported Expenses: Lists the count of successfully imported expenses (added elements).
The list of imports and exports is valid for 90 days. After this period, it expires.

How did we do?

Powered by HelpDocs (opens in a new tab)