All Categories ​>​ ​Manager Guide

Manager Guide

Get Started with the new Manager Guide for the Expensya Web Application!

Welcome to the command center of financial excellence: the Expensya Manager's Quick Start Guide ! This guide is your exclusive key to unlock the full potential of the Expensya manager features on the…

Updated

Approving Reports - Manager Guide

This article provides an overview for managers on the process of validating reports. Learn the importance of report validation, the steps involved, and how this feature can help ensure the accuracy and integrity of data within your team's submissions. Discover tips for efficient validation to maintain high reporting standards.

Updated by Rim Ferchichi

Manager's Guide to Expenses Approval on the Web and Mobile App

This article explains how managers can validate expenses using both the web and mobile app platforms. Discover the procedures, best practices, and key considerations for ensuring that all expense reports are accurate and compliant, whether you’re at your desk or on the go.

Updated by Rim Ferchichi

Manager's Guide to Modifying Employee Expenses in Expensya

This article provides a comprehensive guide for managers on how to modify the expense reports of other employees in Expensya. Learn the necessary steps and permissions required to ensure accurate and efficient expense management within your team, and discover best practices for maintaining financial oversight.

Updated by Rim Ferchichi

Manager's Guide to Approving or Rejecting Budget Requests

This article provides managers and administrators with essential information on how to approve or reject budget requests. Learn the criteria for evaluating budget submissions, the steps to take for approving or rejecting requests, and best practices for maintaining financial control and accountability within your team.

Updated by Rim Ferchichi

Budget Closure Guide for Managers

This article provides managers and administrators with step-by-step instructions on how to effectively close budgets. Learn best practices for reviewing, finalizing, and archiving budget reports to ensure accurate financial management and accountability within your team.

Updated by Rim Ferchichi

Expensya App in Microsoft Teams - Manager Guide

This help article is specifically designed for managers using the Expensya application within Microsoft Teams. It provides detailed insights into the features available to streamline your expense man…

Updated by Rim Ferchichi

Introduction to Report Recalling for Managers

This article introduces managers to the report recalling feature. Understand how this functionality allows you to retract submitted reports, making it easier to correct errors and ensure accurate data. Learn the benefits of using the report recall feature to maintain high standards of reporting within your team.

Updated by Rim Ferchichi

Manager Can't See a Report

This article outlines troubleshooting steps for managers who are unable to access specific reports. Learn how to identify and resolve common issues, ensure proper permissions are set, and get tips on how to efficiently navigate the reporting system to retrieve the necessary data for informed decision-making.

Updated by Rim Ferchichi

Manager's Insights: How Expensya Alerts Enhance Compliance and Prevent Anomalies

This article provides managers with insights into how Expensya alerts can enhance compliance and prevent anomalies. Learn about the types of alerts available, how they can help you monitor expense activities, and the role they play in maintaining financial integrity and operational efficiency within your team.

Updated by Rim Ferchichi

Powered by HelpDocs (opens in a new tab)