Tenants in Expensya: What You Need to Know
Updated
In Expensya, a tenant refers to a company’s dedicated account within the platform. Think of it as the workspace where all expense management activities are centralized and organized specifically for an organization. Each tenant is unique to the company that creates it, ensuring a secure and tailored environment for managing expenses.
Setting Up a Tenant: The Role of the Tenant Admin
To start using Expensya, a designated tenant admin must create a tenant account. The tenant admin acts as the primary manager of the account and is responsible for configuring the system to meet the organization’s needs.
- Creating the Tenant Account:
The admin signs up for Expensya and establishes the company’s tenant account. This account becomes the central hub for managing all expenses within the organization.
- Adding Users:
The admin invites employees to join the tenant by adding their email addresses. These users will participate in submitting, approving, or reviewing expenses based on their assigned roles.
Follow the articles available through this link to manage users.
- Assigning Roles:
Roles such as employee, manager, or accountant can be assigned to users. Each role determines the user’s permissions and responsibilities within the system.
- Defining the Reimbursement Workflow:
The admin sets up a customized workflow map for expense approvals and reimbursements. This workflow ensures expenses follow a predefined path, from submission to validation and accounting.
What happens next?
Once the tenant admin has completed the setup, the invited users will receive an email invitation to join the platform. Here’s what happens next:
- Account Validation:
Users must validate their accounts by following the instructions in the invitation email.
- Submitting Expenses:
Users can then submit their expenses through the platform. Expensya’s intuitive tools, such as receipt scanning and automatic data extraction, make this process quick and easy.
- Expense Processing:
Submitted expenses are automatically routed through the workflow map created by the admin. This ensures that expenses are validated, approved, and recorded according to company policies.
Once expenses are validated, they are sent to accounting for final processing and reimbursement, completing the cycle efficiently and transparently.
