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Customization & Preferences

Can I change the export format?

If the Excel and PDF exports generated by Expensya do not suit you, we also offer other export formats ( Cegid, Sage, Quadratus, SAP, etc.) which can be found in "Administration", under the "Integrat…

Updated 2 months ago by Ines Bouzaiene

How to create a category and configure my chart of accounts?

As Administrator , you are able to create and modify expense categories from the web interface. When you modify the categories in Expensya, you can also configure the expense accounts, the VAT accoun…

Updated 2 months ago by Rim Ferchichi

Customize the expense form fields

In Expensya, the administrator can customize the fields of an expense form. To manage the fields of an expense according to its category: From the “Administration” interface, go to the “Categories” s…

Updated 2 months ago by Malika Maachaoui

Customize category recognition for fast scan

As an Administrator, you have the option to configure the categories from the Expensya website. When configuring categories, make sure you insert the correct predefined categories so that our fast sc…

Updated 2 months ago by Selim Ounis

Change my offer

Do you want to change your subscription? Go to the "Administration" tab. Click on "Subscription" on the sidebar menu, under "Subscription and Bills" menu. All you have to do is choose the subscriptio…

Updated 1 week ago by Jihen Laribi

How to deactivate compensation for mileage expenses?

If you do not want automatic compensation for mileage allowances to take place, we invite you as the administrator of your company on Expensya to deactivate it as follows: In the "Admin" tab. Click o…

Updated 1 week ago by Rim Chermiti

Grant or receive an access delegation on Expensya

In Expensya, access delegation allows a user to grant or receive access rights to or from another account, regardless of their position. This action can be performed from the website and the mobile a…

Updated 1 week ago by Hamida Laabidi

Customize mileage expenses rates

In addition to the standard mileage reimbursement rate applied by your company, you can, as an Expensya administrator, add specific ones to one or more users. Activate the functionality:. To activate…

Updated 1 week ago by Mohamed Dhifallah

Absence management

The import of absences can be done in Expensya and allows the validator or accountant to visualize the absences of employees (paid leave, time-off, sick leave...) This allows the validator to ensure…

Updated 2 months ago by Selim Ounis

Tags in Expensya

In addition to the analytical axes, you have the possibility to create tags on Expensya. As an administrator, validator or accountant, tags allow you to create groups, filter the display of a list, m…

Updated 2 months ago by Selim Ounis

Management of Multiple Currencies

Expensya offers you the possibility to manage multiple currencies: Expense currency. Employee's currency, used primarily for employees reimbursement. Company currency. As an administrator, you can co…

Updated 1 month ago by Selim Ounis

Activation of exceptions and management of exception requests

On Expensya, there are 4 types of spending policies : You can find more details about spending policies in the following article: How to configure expense rules. The exception request is an option av…

Updated 1 month ago by Rim Ferchichi

Professional payment instruments

Expensya allows you to add professional payment instruments. These can be activated from the “Administration" tab on the Web. Professional payment instruments allow employees to create expenses using…

Updated 1 week ago by Imen Habouria

E-mail notifications sent by Expensya

This article groups the different email notifications sent by Expensya to users: collaborators, validators, accountants and delegates. Emails to collaborators: When an administrator creates a new col…

Updated 2 months ago by Rim Chermiti

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