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All Categories ​>​ ​Admin Guide ​ > ​ ​Projects

Projects

Creating a Project in Expensya

This article guides Expensya administrators on setting up cases on the web version of the platform. This organisational tool helps structure expense management by grouping costs under specific categories, providing context and clarity for each expense. The article explains the process of creating a case, including filling in the necessary fields, assigning validators, assigning the case to users or groups, and finally, saving it.

Updated 3 months ago

Assigning Collaborators and Groups to a Project

This article explains how, as an administrator, you can assign collaborators or groups of users to a project via the Expensya website.

Updated 3 months ago

Filling the Project Import Template

The article details how to manually add a professional vehicle, how to download a template and import a list of vehicles, as well as what each field in the template means. The article also mentions the possibility of importing a list of assignments.

Updated 3 months ago

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