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User Management

Adding/ Deleting a User or an Administrator

How do I add another user/ administrator or delete user? The administrator of an account can add other users to the company from the website. To add a user: 1. Go to the "Administration" tab then the…

Updated 1 month ago by Hamida Laabidi

Creating User Groups in Expensya

What is a user group in Expensya? As an Administrator, you have the ability to create user groups within Expensya. This feature allows for the grouping of users within a company based on analytical a…

Updated 1 month ago by Jihen Laribi

Assigning an administrator or an accountant to a user group

In Expensya you can assign an administrator or an accountant to user groups. When you assign an administrator or an accountant to a group, they will only see and validate the Reports from users belon…

Updated 1 week ago by Hamida Laabidi

How to give or receive access delegation on Expensya?

As an administrator, you can manage delegated access for user accounts from the web version. For it: Go to "Admin", then "Users and access". Click on "Delegations". Then click on "+ Grant a delegated…

Updated 2 months ago by Selim Ounis

How to set up bank accounts in Expensya

As an admin, Expensya allows you, from the web version, to add your company's bank accounts as well as you employees'. You can also ask our support team to configure the accesses of your employees in…

Updated 1 week ago by Selim Ounis

Import of bank statements by the Administrator

To effectively manage expenses and facilitate their addition to user accounts, Expensya allows the administrator to import company debit card bank statements. Imports are carried out on the web via t…

Updated 1 week ago by Imen Habouria

Import of personal vehicles by the administrator

By default, users add their personal vehicles themselves through the personal settings of their accounts, as explained in the following article: Managing my vehicles for my mileage expenses In some c…

Updated 2 months ago by Imen Habouria

Import/Export of Delegated Access

With the Delegated Access Import feature, administrators can easily configure delegated accesses for multiple users simultaneously using a CSV file. This saves time and prevents manual configuration…

Updated 2 months ago by Selim Ounis

Manage your password

On Expensya, you can generate a new password in case you forgot the old one. You can also update an existing password. This feature is available to any user with a valid account on Expensya. Forgot y…

Updated 1 week ago by Selim Ounis

Role of Users on Expensya

Employee Role:. Having the employee role in Expensya means being able to create expense reports and submit them from the mobile and web application. Employees can also view their expense report histo…

Updated 1 month ago by Selim Ounis

Managing contacts on Expensya

As an admin or employee, you can manage your contact list directly through the web application. Types of contacts. On Expensya there are two types of contacts: Internal contacts : these are the " cow…

Updated 2 months ago by Selim Ounis

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