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?
Mission order requests and management
Automatic import of bank card statement
Professional payment instruments
Personal payment instruments
Manage your password
Source of Exchange Rate on Expensya
Creation and management of credit notes and expense cancellations 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
Custom Fields - The Basics
Additional receipt compliance check
Custom select list field
Category accounting data by Group
Import of bank statements by the Administrator
How to set up a mileage rate by period?
Understand the parameters for calculating mileage expenses
Password management by the administrator
Custom fields: linking to an expense rule
Identification of the @expensya domain
First use - Expert Portal
Frequently asked questions and announcements
Archiving with probative value by country
Legal archiving in Spain
How can clients recover data following archiving?
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?
Understanding my mileage compensation.
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
Calculating mileage expenses by applying the principle of compensation - case study
E-mail notifications sent by 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 Imen Habouria
The mission order is a document drawn up jointly by an employee and their manager and describes the missions and activities incumbent on them in a professional situation, in a given structure and place. Your employees are often required to carry out assignments outside their usual work area. Expensya offers you a simple and innovative alternative to manage your mission orders without pressure.
Mission orders is a module available on Expensya with the ‘Gold’ offer. This feature can be activated from our internal system and upon simple request from the account administrator.
How to create a mission order :
Once the module is activated on our side, a new tab will be displayed on the user's account: this is the "Requests" tab, all you have to do is:
- Click on the "Requests" tab:
- Click on the "Mission order" option:
- Fill in the various fields of the mission order request form
- Click on "submit"
How to attach files to work orders :
How to view the modification history of a mission order :
Users can view all actions taken on a given work order by going to the "history" tab.
How to export mission orders in PDF format :
As shown in the screenshot below, all Expensya users have the possibility to export mission orders in PDF format.
Mission order management :
It is important to know that the mission order is an independent module from that used for expenses. In other words, its creation and submission is done independently from expense reports.
However, the mission order will follow the same validation flow set up for expenses.
Configuring projects for work orders :
It is possible to configure business types for mission orders directly from the "administration" tab and the "projects” sub-menu. For the business type to be linked to mission orders, you must tick the "mission orders" as "Expense types" in the project form created.
View bookings synced with the Travel tool in the mission order view :
Book your business trips easily with Expensya's integrated travel module. Connect your booking tools and other travel apps to Expensya and enjoy a better user experience when booking, paying, and managing business travel expenses.
For companies with a Travel integration, It is possible to see the list of reservations linked to each mission order in order to have a complete view of all travel costs.