Exception and Absence Management

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Absence Management

The article provides a thorough guide on how to import absence records into Expensya, a feature that offers validators or accountants the ability to monitor employees' absences such as paid leave, time-off, or sick leave. This allows them to verify that no expenses were incurred during an employee's leave period. Detailed instructions are included on how to download, fill, and import a CSV file pertaining to absences. The article also explains how to set up a rule specifically for expenses incurred during absences, and how to view absences in calendar mode.

Updated 5 months ago

Activating Exceptions and Management of Exception Requests

This article provides comprehensive information about the four kinds of spending policies available on Expensya and highlights the significance of the exception request. While this feature is uniquely available for the 'reimbursement by ceiling' expenditure rule type, it could be approved or declined by either the validator or account administrator. The article details how the administrator can enable exceptions, and features instructions on adding a secondary validator adept at managing exception requests.

Updated 4 months ago by Rim Ferchichi

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