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?
How to import 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
How to activate accounting export formats?
Standard Cegid Export
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
Expensya allows you to add invoices in several ways both on the website and the app.
On the website :
Go to the "Invoices" tab
Click on "+ Invoice". You can then pick between three different ways:
- Intelligent Recognition: Add an image or a PDF and Expensya will automatically extract all the relevant data for you.
- Manual entry: Manually fill in an invoice form.
- Email processing: Have you received an invoice in your mailbox? Just forward the email directly to firstname.lastname@example.org and the invoice will magically appear in the list of your invoices, pre-entered! Just make sure that it’s sent from the same email you’re signed in with.
To add invoices from the report tab:
Go to the "Reports" tab,
Click on the Report to add your invoice,
Click on the "+ Invoice" button.
How to delete an invoice:
Check the invoice you wish to delete,
Click on the "Actions" button,
Click on "Delete".
From the app:
To add your invoices:
Go to the "Invoices" menu
Adding invoices can be done in two ways:
1. Smart Scan
2. Manual entry
If you are going to use the smart scan, here are the different models:
Simple invoice: to take a picture of a simple receipt.
Several invoices: for multiple pictures of several receipts to be treated separately.
Multi-page invoice: if the invoice is on more than one page, select this option to have several pictures treated as one invoice by Expensya
How to delete an invoice:
Access the "Invoices" menu,
Long press on an invoice,
Once the bin icon appears, tap it.