First use - Employee
How do I send a report in Expensya?
How to create an Expensya account?
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?
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?
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
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 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
How do I import my invoices from TravelPerk to Expensya?
Subscription and Billing
Updated by Eya Satouri
As an Administrator, you have the option to configure the categories from the Expensya website.
When configuring categories, make sure you insert the correct predefined categories so that our fast scan can correctly detect the category.
What are predefined categories?
Predefined categories are categories of the same nature that you wish to group under the same category.
For example, we can group expenses for bus, taxi, metro, train ticket under "Transport". And when our Intelligent Recognition detects one of these categories, it will associate the expense with the "Transport" category.
To create your own predefined categories:
Go to the "Administration" tab, under the "Categories" menu
You can modify an existing category or add a new one :
Set the category label, icon, and VAT accounts if necessary.
Then, pick the categories to be grouped under the one you have created or modified :
Next you can configure a time slot, when the smart scan recognizes a category and the time on the receipt matches the time slot, the expenses will be categorized as 'Lunch time'.
Affect the category to a group of users if needed, if not it will be made available to all employees
Don't forget to save your freshly created category !