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All Categories ​>​ ​Admin Guide ​ > ​ ​Customization & Preferences ​ > ​ ​Currency and Payment Instruments Management

Currency and Payment Instruments Management

Management of Multiple Currencies

This article explains how Expensya offers users the opportunity to manage multiple currencies including employee's currency, company's currency, and even the currency of an expense. It provides a step-by-step guide for administrators in configuring the display of expense report amounts in an employee's currency or the company's currency. It also includes useful screenshots demonstrating the display of notes in both employee and company currency.

Updated 5 months ago

Professional Payment Instruments

This article guides you on how to set up and manage professional payment methods via Expensya. The system permits employees to use the company's funds for their business expenses, thereby mandating them to defer and validate non-refundable expenses paid by a company credit card. Additionally, it illustrates how administrators can add a professional payment method and demonstrates the process of its configuration. Furthermore, it covers how administrators can assign it to specific employees and explains editing or deactivating existing professional payment methods. Finally, you’ll learn how to export all pertinent details pertaining to selected or all professional payment methods.

Updated 4 months ago

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