Activating a travel integration and importing expenses by the administrator
To efficiently manage expenses and facilitate their addition to user accounts, Expensya offers several travel integrations available from the administrator tab, allowing you to import travel expenses into the expense list using a CSV import file.
To activate a travel integration:
- Go to the administrator tab and select the "Integration" submenu.
- Click on the "+Integration" button and choose the type of integration, which is "Travel."
- Select the travel agency you want to activate from the list of available agencies.
- Choose the type of user who can use this travel integration (Administrator only or employees and administrators).
- Click the "Activate" button.
Once activated, you will see it in the list of integrations.
How to import travel expenses by the administrator:
- The import is done from the administrator tab, under the "Expenses and Requests" submenu, in the "Expense List" panel.
- Click on "Import" and select the travel agency you have activated, then add the import file.
- Import the file from your list of files.
The added expenses will be displayed automatically after the import.
