Managing Professional Payment Instruments
Expensya allows you to add professional payment instruments. These can be activated from the “Settings" tab on your account.
Professional payment instruments allow employees to create expenses using the tenant's 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
- Go to the Settings tab .
- In account personalization, choose Payment instruments
- Select Add payment instrument
- Fill in the empty fields. You can precise the instrument type in the corresponding field.
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 :
- Bank
- Tenant debit card
- Cash
- Check
- Wire
- 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 |
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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.
