Reports and Expenses

What is a report?

This instructional piece guides Expensya users on managing expenses efficiently using the "Notes" feature. It details the process of creating a note on both the web and mobile application. While specific situations may not require a note, the article emphasizes their usefulness in offering a consolidated view for better expense management. The guidance also introduces AutoNDF feature for automatic expense retrieval.

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Why was my expense rejected?

This guide discusses what happens when expense reports on Expensya are either fully approved or partially rejected. It elaborates possible reasons for rejection as per a company's spending policy and emphasizes that rejected expenses can be revised and resubmitted.

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My report is still a draft, what does that mean?

This guide explains the life cycle of a report on Expensya. When created, a report's status is "Draft", implying that you can add, modify, or delete invoices, and then submit it to your manager. This "Draft" report is initially only visible to its creator, but becomes visible to both the manager and admin once submitted.

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How to view reports and expenses in calendar mode?

This article guides users on how to view their invoices in a calendar mode on Expensya, providing a comprehensive monthly view of posted notes. Administrators can enable this feature from the 'Company settings'. The article gives detailed step-by-step instructions for accessing calendar view of the reports for different user roles, including administrators, managers, and accountants.

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What does "To review" mean?

The article sheds light on the "To validate" status of an expense in Expensya, indicating the need for cross-checking and correction via their intelligent recognition tool. Once these necessary edits are done and saved, the status transitions to the "Validated" stage.

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Manager or accountant can’t see a report

This article discusses mixed visibility problems faced by managers and accountants using Expensya. It primarily focuses on why all uploaded expenses may not be visible to these roles. The post analyzes three key scenarios that might contribute to this issue: unsent reports by team members, incorrect role & validation flow administration, and unidentified systemic flaws. It offers solutions to these problems and provides support contact details for complex issues.

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How is the exchange rate in Expensya calculated?

This guide explains how Expensya fetches exchange rates via an Application Programming Interface (API) named "Open Exchange Rates". The article details how daily rates are updated and offers guidance for administrators on activating an option which empowers end-users to edit the exchange rate.

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