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Category Customization

Customizing Category Recognition for Fast Scan

The article offers step-by-step instructions to guide account administrators on configuring intelligent category recognition in Expensya. It highlights the practical usage of the feature through the example of creating a 'Transport' category encompassing various expenses such as bus, taxi, metro, and train. The smart recognition feature of Expensya can automatically associate such expenses to the designated category. The process involves creating or editing an existing category, configuring its parameters and ensuring all relevant predefined categories in Expensya are correctly linked, ultimately saving the settings.

Updated

Customizing Mileage Rates

The article is a comprehensive guide on how Expensya's administrators can add specific mileage reimbursement rates for certain users, projects, and custom field values, in addition to the standard rate applied by the company. It includes detailed steps on activating this feature, configuring it, assigning the rate to a user, multiple users, a project, a custom field value, and finally, how to delete a created rate.

Updated

Introducing the "Assign Supplier to Expense" Feature

What’s New?. Previously, supplier management was limited to the purchase module, where suppliers could only be associated with purchases. Our new feature allows administrators and accountants to link…

Updated by Rim Ferchichi

Adding, Updating and Disabling Suppliers

Adding a Supplier. To add a supplier from the admin tab ; Go to the Suppliers Menu . Click on +Supplier. Add the required details to the form. Save . Updating a Supplier. Go to Admin tab > Suppliers…

Updated by Rim Ferchichi

Assigning a Supplier to an Expense

To explore the feature of assigning a supplier to an expense and its benefits, please refer to this article.. To assign a supplier to an expense you must first make the supplier field either Optional…

Updated by Rim Ferchichi

Configuring Mileage Rates Based on User's Country

To improve compliance, admins can now configure mileage rates based on the user’s country. This feature allows for the specific configuration of vehicle types and energy types (e.g., Gas, Diesel, Hyb…

Updated by Rim Ferchichi

Adding an Accounting Configuration by Country or Region

Configuring expense categories to align with different tax codes, VAT accounts, and claim rates for various countries or regions is possible through Expensya. This feature simplifies the complexities…

Updated by Rim Ferchichi

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