How to create a project in Expensya?

As an Expensya Administrator, you are able to add Projects from the web.

A project on Expensya is an analytical pivot; in other words it is an additional field used for adding each cost, that you configure in advance. You can give it the following attributes: reference, title, project manager, period.

To create “Projects”:

  1. Press the “Administration” tab, “Projects” sub-menu.
  2. Click on “Add a project”
  1. Fill in the different fields such as title, currency, internal identifier, reference, customer name. You can also define this project using a start or end date, and indicate whether the expenses can be billed to the customer or not.

It is possible to assign a level 1 validator, who will be the principal project manager. You can also add additional validators, depending on your company’s validation levels.

If an employee selects a project when entering an expense, the project validation flow will take over from the usual validation flow for their expense reports.

You can decide to select the employee’s manager validator as the first additional validator of a project, by entering the ‘Manager validator at this level’ option in this list. This means that the first additional validation will be performed by the employee’s manager, and also by the project validator(s).

You can assign the project to a user group or one specific user.

To import a project list from a CSV file:

Click on “Import”

Import the file if it is already available

OR

Download a copy of a pre-defined CSV file by clicking on “Import” followed by “Download the template file”. Then fill it in and import it back into Expensya.

How did we do?

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