First use - Employee
How do I send a report in Expensya?
How to create an Expensya account?
The different statuses of a report
How to create a report?
How do I add or delete an invoice?
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
Source of Exchange Rate on Expensya
First use - Company
How do I add or delete a user or adminisrator?
Can I change the export format?
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
Additional receipt compliance check
Understand the parameters for calculating mileage expenses
Identification of the @expensya domain
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 generate API keys?
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 Rim Chermiti
As an administrator, you can add bank accounts for the company or employees from the website.
You can also ask our support team for the below configurations:
"Employee cannot modify their bank account"
"Employee can modify their bank account details",
"Employee can only send reports if they have a bank account on Expensya"
You can even indicate what type of bank identifier employees can enter in Expensya:
To add a company account:
Go to the "Administration" tab, under the "Bank accounts" menu,
Click on the "Company" tab
Click on "Add a bank account",
To add an employee account:
Click on the "Employees" tab,
To add manually, click on 'Add a bank account' and fill the form :
Or import via a CSV file, by downloading the template file:
Fill in the file by following these instructions:
• PAYID: The employee's PAYID
• Mail: The user's email address (This field is mandatory)
• BIC (or Swift code): The international identifier of the bank (Mandatory field in case of IBAN)
• IBAN / RIB: The Bank account number (This field is mandatory)
• Bank name: The name of the bank
• Bank Account Type: the type of bank account (This field is mandatory)
• Currency (This field is mandatory)
• Is Active: Insert 0 to deactivate and 1 to activate the account (This field is mandatory)
To edit a bank account
You can change a company and employee bank account by clicking on "modify a bank account"
To deactivate a bank account:
You can deactivate a bank account by checking it and then clicking on the "Actions" and "Deactivate" button.
To export bank accounts:
You can export all the accounts by clicking on the "export" button.
You can use the filters to create a selection of bank accounts to export.