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Account Set-up

Tenant Settings

Learn how Expensya administrators can easily customize tenant settings, including general info, invoice preferences, validation rules, and accounting configurations through the 'Admin' tab and 'Global Settings' on the website.

Updated by Eya Satouri

Password Management by the Administrator

Some companies utilize fictional email addresses to establish accounts for their employees. These email addresses are exclusively for accessing Expensya accounts and are not associated with any actua…

Updated

Update the Payment Method

Learn how administrators can update the payment method through the web.

Updated

Managing Professional Payment Instruments

Learn how to effortlessly add and configure various payment methods for your employees. This article guides administrators through the process of addition, configuration, assignment, and even exporting payment methods, ensuring seamless financial transactions.

Updated by Meriam Chiha

Enhance Account Security by Activating Security Settings

Secure your Expensya accounts with essential settings! Learn how to enforce password expiration, prevent password reuse, and block automatic password recovery. This article guides you through the steps, ensuring your company's sensitive data remains protected.

Updated

Automatic Submission of Expense Reports

This article provides a step-by-step guide on automatically retrieving and submitting expenses using the autoNDF feature on Expensya. It explains how company administrators can set intervals for automatic expense retrieval and goes over the process of automatically submitting expenses to pre-created notes.

Updated by Meriam Chiha

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