First use - Employee
How to create an Expensya account?
How do I add or delete an invoice?
The different statuses of a report
How to create a report?
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
Automatic import of bank card statement
First use - Company
How do I add or delete a user or adminisrator?
Can I change the export format?
How do I send a report in Expensya?
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
Understand the parameters for calculating mileage expenses
First use - Expert Portal
Frequently asked questions and announcements
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
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 use Expensya's public APIs?
How to integrate Uber to Expensya
Subscription and Billing
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”:
- Press the “Administration” tab, “Projects” sub-menu.
- Click on “Add a project”
- 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
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.