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Accountant Guide

Activating Accounting Export Formats - Accountants Guide

Expensya allows you to export your reports under several export formats from the Integrations submenu. Only an administrator can activate these export formats from the website. To do so, the steps ex…

Updated by Rim Ferchichi

Creating Categories and Configuring the Chart of Accounts - Guide for Accountants

This article is specifically designed for accountants. It offers detailed instructions on creating categories and configuring the chart of accounts, facilitating accurate financial reporting and efficient account management.

Updated by Rim Ferchichi

How Accountants Can View Reports and Expenses in Calendar Mode

This article is designed specifically for accountants. It explains how to view reports and expenses using the calendar mode in Expensya, allowing for a more intuitive and organized approach to tracking financial data.

Updated by Rim Ferchichi

How to Activate an Accounting Period in Expensya

What is an Accounting Period?. The accounting period, also known as a fiscal year, is the duration during which a company's financial transactions are recorded and consolidated. It can cover a month,…

Updated by Rim Ferchichi

How Accountants Can Modify Employee Expenses in Expensya

This guide is tailored for accountants who need to modify the expenses of other employees within the Expensya platform. It provides step-by-step instructions to ensure accurate and efficient expense management across the organization.

Updated by Rim Ferchichi

Customizing Export Formats in Expensya: A Guide for Accountants

This article is aimed at accountants. It explains how to change the export format of data in Expensya when the default format does not meet the company's needs, providing step-by-step instructions on how admins can perform this crucial task for more tailored financial reporting.

Updated by Rim Ferchichi

Spending Policy: An Introduction for Accountants

This article is specifically crafted for accountants. It provides an introductory overview of spending policies, detailing how to implement and manage them effectively within your organization to ensure compliance and financial control.

Updated by Rim Ferchichi

Understanding Spending Policy Rules Configuration: A Guide for Accountants

This article is aimed at accountants, providing an in-depth explanation of how expense rules are configured within Expensya by admins. It helps accountants understand the feature and its impact on financial processes and compliance.

Updated by Rim Ferchichi

Expensya Expert portal : Introduction

The Expensya Expert solution is dedicated to accounting professionals. Its aim is to simplify the life of accountants whose clients use Expensya. The Expert portal allows : Quick access to the differ…

Updated by Rim Ferchichi

Category Accounting Data by Group: A Guide for Accountants Managing Multi-Entity Instances

This article is designed specifically for accountants overseeing multi-entity instances. It outlines how to simplify account management by organizing accounting data into subcategories based on groups, ensuring effective configuration and maintenance.

Updated by Rim Ferchichi

Management of Multiple Currencies: A Guide for Accountants

This article is specifically crafted for accountants handling multi-currency transactions. It provides comprehensive instructions on how to effectively manage and track multiple currencies within your financial system, ensuring accurate accounting and reporting.

Updated by Rim Ferchichi

Setting Up Reimbursement Rate Stages for Legal Travel Allowances in Germany: A Guide for Accountants

This article is specifically designed for accountants responsible for managing travel allowances in compliance with legal requirements in Germany. It provides detailed instructions on setting up reimbursement rate stages to ensure accurate and lawful travel expense reimbursements.

Updated by Rim Ferchichi

Backup History of Reports and Integrations in Expensya: A Guide for Accountants

This article is designed for accountants. It offers a comprehensive guide on accessing and managing the backup history of reports and integrations in Expensya, ensuring data integrity and facilitating effective financial record-keeping.

Updated by Rim Ferchichi

Expensya Alerts Enhance Compliance and Prevent Anomalies: A Guide for Accountants

This article is tailored for accountants. It explains how Expensya's alert system can enhance compliance and prevent anomalies in financial transactions, ensuring accurate and secure financial management.

Updated by Rim Ferchichi

Managing Recoverable VAT in Expensya: A Guide for Accountants

The Value Added Tax (VAT), primarily known as Tax on Value Added, is a consumption tax paid by the consumer, collected by the company, and remitted to the state. It is typically included in the final…

Updated by Rim Ferchichi

How Are Mileage Costs Calculated According to the URSSAF Scale?

This article is specifically tailored for accountants. It provides detailed guidance on calculating mileage charges in compliance with the URSSAF scale, ensuring accurate and lawful expense reimbursements for travel-related costs.

Updated by Rim Ferchichi

Why Accountants Can't See a Report: Troubleshooting Guide

This article is specifically designed for accountants who encounter issues with viewing reports. It provides a comprehensive troubleshooting guide to help identify and resolve common problems that might prevent access to reports within your financial system.

Updated by Rim Ferchichi

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