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
Personal settings
Validate my Expensya trial account
My report is still a draft, what does that mean?
Advances Management
Mission order requests and management
Automatic import of bank card statement
Professional payment instruments
Personal payment instruments
Manage your password
Exchange Rate on Expensya
SSO Login
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?
Company Settings
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
Absence 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
Provisions' Export
First use - Expert Portal
Frequently asked questions and announcements
Privacy Policy and Data Storage
Technical Support
Legal archiving
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
Accounting
Quadratus Export
Standard Cegid Export
How to activate accounting export formats?
Standard SAP Export
Banking
Payment
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
Our APIs
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?
Travel
How to integrate Uber to Expensya
Refund management
Inexweb integration
Subscription and Billing
- All Categories
- First use - Company
- Difference between global admin and restricted admin
Difference between global admin and restricted admin
Updated
by Selim Ounis
A global administrator manages all of the functionalities of a company. The restricted administrator (also called group administrator) only manages the parameters related to the groups assigned to him by the global administrator.
The following table lists the operations that can be carried out from each access:
Features | Global administrator | Restricted administrator |
User management (addition, modification and deactivation) | Full access | Limited to adding, modifying and deleting users within the group of which he is a local administrator |
Group management (addition, modification and deactivation) | Full access | Read only view of the group of which he is a local administrator |
Projects (addition, modification and deactivation) | Full access | Read only view of company projects, but creation and modification are limited to the projects of the group of which he is the local administrator |
Vehicle management | Full access | Management of vehicles for users of which he is the local administrator |
Category management (addition, modification and deactivation) | Full access | Read only view of company categories. The restricted admin can however only manage the categories which are in the group of which he is administrator |
Rules management (addition, modification and deactivation) | Full access | Read only view of company rules. The restricted admin can however only manage those applicable to the group of which he is the local administrator |
Management of bank accounts (addition, modification and deactivation) | Full access | Full access to company accounts |
Management of custom fields (addition, modification and deactivation) | Full access | Read only view of custom fields |
Management of company parameters | Full access | Consulting company parameters |
Import & Export | Full access | No access |
Management of the company's mileage costs | Full access | Read only view of the scale applied by the company only |
Management of company contacts (modification and deactivation) | Full access | Full access to company contacts |
