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
The SEPA export is a banking integration available on Expensya’s Gold and Premium plans.
The SEPA export is activated in the “Integration” menu, in the “Administration” tab, and allows you to view the reimbursement balance of each employee.
The amount to be reimbursed is calculated continuously by deducting the advances from expenses spent in the state of export.
Activating the SEPA integration
- Access the “Administration” tab under the “Integration” menu,
- Click on “Add an integration” and select the “Payroll” integration
- Configure the integration: name your export and choose the state of the bills that you want to export.
Before activating this feature make sure you have the following prerequisites:
- All current reports are in the chosen export state (archived / exported)
- All current advances are in the chosen export state (archived / on account)
- Ensure that all of your employees have a reimbursement balance of 0.
Exporting the bills to be reimbursed in SEPA format
Once the SEPA export is activated, the “Refund” section is displayed in the “Administration” tab under the “Payment” menu.
The Refund section displays all user “balances”.
To export the bills to be reimbursed, simply
- select the names of the employees to be reimbursed,
- click on the SEPA export button
- download the export file to send the payment orders to your bank.
Click here to see all of our integrations!