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Receipts

Exporting all Tenant’s Expense Reports

This article provides detailed instructions for administrators on how to export all of the company's expense reports via the Expensya website. Steps include logging into your account on the website, navigating to the "Administration" tab, the "Invoices list" sub-menu, and then downloading your expenses by clicking the export button. There are also tips on how to select the export format and include invoice receipts.

Updated by Malika Maachaoui

Meal Voucher Export

This article explains how to track meal expenses when your employees are using restaurant vouchers. It also shows how to activate and configure the export for these expenses on the Expensya platform. It walks you through detailed steps for determining expense categories to count towards restaurant vouchers, setting up restaurant primitives and designating a time range for lunch. Finally, it describes the process for generating the restaurant voucher export as a CSV file.

Updated

Exporting Reports and Expenses

This article guides Expensya users through the process of exporting their expenses and expense reports from both web and mobile versions of the application. It details how to select a report or expense, click on "Export", and choose between Excel or PDF formats, with the option to include receipts. The article also highlights the recommended volume for exports according to different formats, and mentions the possibility of infinite exports via API for clients with technical integration.

Updated

Backup History of Reports and Integrations in Expensya

This article explains how Expensya provides employees with full access to their expense reports, authorization requests, and budget statuses, allowing them to check the various steps of submitting and approving their reports. It also details how administrators, accountants, and managers can control and track various procedures. The article guides the user through viewing the history of reports, accessing the history of data integrations and exports, highlighting that this list expires after 90 days.

Updated by Rim Ferchichi

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