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?
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
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?
to delete 3
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 nouara benchikh
The VAT recovery partner can use public APIs to retrieve data from Expensya customers that will be used in the recovery process.
1- Registration on the API portal
The partner must register on Expensya API portal: https://developer.expensya.com/
Once connected, the "Expensya API" page will be displayed with our various APIs products
"Expensya Management" It is a set of APIs that gives the possibility to synchronize between elements in an Expensya account and an external information system and vice versa (Example: users, expenses, projects, etc...).
2- Choose the name of your subscription and confirm
3- A new API token portal will be generated
4- Generation of the Token from a client's account
The customer must generate an authentication token to the partner, which will then be used as the API input. This token will allow the partner to access the client data via API.
Here how to generate the token from the client's Expensya account:
· Go to the "Administration" tab, sub-menu "Integrations"
· Click on "API Keys"
· Click "Generate a new token"
· Choose the type of access
· Copy the Token via the "Copy" button
To use APIs from the portal, you must send two types of tokens into the header of theAPIs:
1. The token created after the subscription on the product "Expensya Management API" will be used as an input for the Header of "Ocp-Apim-Subscription-Key"
Note: This token is not linked to a single account, it can be used to query multiple accounts
2. The token generated will be used as an input for the Header of "Expensya-Token"
The Get Expenses API will collect customer expenses, accounting and VAT details. Several filters are available refine as needed.
For further informations please contact the support team via email@example.com