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
My report is still a draft, what does that mean?
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?
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 use public APIs to retrieve Expensya customer data as a VAT recovery partner?
How to integrate Uber to Expensya
Subscription and Billing
Updated by nouara benchikh
The web version of Expensya enables you to import your credit card statement, so that you can compare more effectively what exists in Expensya and the transactions shown on your statement.
To enable bank integration, please refer to this page: “How to enable bank integration”.
To do this:
1. Go to the “Invoices” tab.
2. Click on the “+ Invoices” button, then on “Import credit card statement”
Indicate whether it is a business or personal card, choose the type of statement and then click on “import file” to import your credit card statement
1. Click on “Summary”
Then you will see a summary table showing the lines that exist in the bank statement and the expenses that exist in Expensya enabling you to reconcile them.
1. Click on “Reconcile”
Once this step is complete, your expenses will be created in Expensya with the credit card icon and the “T” for transaction. This enables you to differentiate between expenses originating from the bank statement and expenses you created previously.
If you have already entered your expense and it is shown in the bank statement, it will also have the credit card icon and the “T” for transaction next to it.
Access the details of the transaction as below :
To delete an expense originating from a bank statement:
1. Check the box for the relevant expense,
2. Click on the “Expenses actions” button, then on “Delete”