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 Hamida Laabidi
In Expensya, access delegation allows a user to grant or receive access rights to or from another account, regardless of their position.
This action can be performed from the website and the mobile app
To do so on the website:
1. Click on your “Name” and “Change account”,
2. Click on “Management of delegated access”
You can now allow access to your account or gain access to another account.
To allow access to your account:
From the “Access shared by mr” tab, click on “Grant a delegated access”,
Enter the name of the person to whom you wish to give access to your account.
Pick the type of access; either adding and sending expense reports, or validation of expenses, or both. Click on the “Save” button.
Once you have granted access to your account, you will see the name of the beneficiary and the type of access.
You can modify the type of access using the “Modify” button.
To gain access to another account:
You can see the accounts to which you have been given access in the “Access given to me” tab.
You can also click on your Name, then on “Change account”, and you will see the different accounts to which you have been given access.
How to delete access delegation:
Tick the box corresponding to the person whose access you wish to delete.
Click on the “Actions” button and then “Delete"
To do so from the mobile app :
Click on the menu "Switch Account"
and click on the name of the account that appears :
And you will be redirected to the account that you have been granted access :