Personal Settings

All Categories > Employee Guide > Personal Settings

This article outlines the steps one can take to modify personal settings as an Expensya user from both its web platform and mobile app. It details how to verify personal account details, add a secondary email, select a default case for your upcoming expenses, manage the notifications for delegated accesses, input bank details, personalize payment methods, and add vehicles or merchant sites.

Updated 5 months ago by Eya Satouri

Personal Payment Instruments

This article provides detailed instructions on how users can add, modify, and deactivate their personal payment instruments on Expensya. It outlines the procedure to add a new payment method, how to make necessary changes, and the method to deactivate a payment method. The article also highlights that to delete a payment method, users must contact the Expensya support team.

Updated 7 months ago

Managing Contacts on Expensya

This article guides you on how to manage your contact list in Expensya, whether you're an administrator or an employee. It explains how to add, modify, and deactivate contacts external to the company, as well as how the administrator can make modifications to already available contacts. Furthermore, the article describes how to add custom fields to the forms of internal and external contacts.

Updated 2 months ago

(opens in a new tab)