Data Import/ Export

All Categories > Admin Guide > User Management > Data Import/ Export

Import of Bank Statements by the Administrator

This concise guide covers the step-by-step process, from associating cards with employees to activating seamless banking integration. Discover how administrators can initiate and manage the import directly from the 'Admin' tab for efficient verification and reconciliation of expenses in user accounts.

Updated 5 months ago

Import of Personal Vehicles by the Administrator

This article explains how administrators can, if necessary, add personal vehicles on behalf of users, a useful feature for companies with specific internal policies. Learn about the simple process of importing vehicle details

Updated 5 months ago by Rim Ferchichi

Automatic Import of Bank Card Statement

This article covers Expensya's automated feature of importing your bank statements. This simplifies expense management, matching existing expenses with bank transactions. It explains how to set up and use the feature for ongoing automated expense creation and validation.

Updated 5 months ago

(opens in a new tab)