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
Exchange Rate on Expensya
Translation of expenses
Creation and management of credit notes and expense cancellations on Expensya
Recall a report
How to activate my physical card?
Managing contacts on Expensya
How do the exception requests work?
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 expense's statuses
Customize mileage expenses rates
Expensya Cards - Administrator Role Management
Tags in Expensya
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?
Expensya Cards - Transaction Management
Expensya cards - Account management
Understand the parameters for calculating mileage expenses
Automatic submission of expense reports
Password management by the administrator
Custom fields: linking to an expense rule
Use and monitoring of consumption of an advance
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?
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
Reimbursement: a task held by your company
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
- All Categories
- Integrations and API
- Configuring the TravelPerk integration
Configuring the TravelPerk integration
Updated by Hamida Laabidi
Configuration of the integration Travel perk
After connection and approval of data sharing, the integration becomes available from the Integration menu on Expensya.
You can then configure:
- The state of invoices to be imported
- The used payment instrument
Recovery of Travel invoices and their integration on Expensya
The collection of invoices from TravelPerk is done on a daily basis.
It is triggered every day at 1 am.
Only the previous day's expenses will be imported and they will be directly integrated into the Invoices menu of the concerned user.
Recovered invoices are imported to Expensya and will be tagged with an icon to differentiate them from other invoices.
Any invoice imported from TravelPerk is properly assigned to the predefined category.
The PDF of the invoice will also be added and all the fields of the invoice form will be filled in (date, amount, VAT, etc.)
All the details about the activation of the integration Travel Perk will follow on this artcile: