Travel

Integrating Bookings from Egencia into Expensya

This article explains the partnership between Expensya and Egencia for business trips. It discusses how to synchronize bookings from Egencia to Expensya in real-time and automatically create mission orders. The article also guides on linking expenses to a mission order and visualizing bookings related to mission orders.

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Integrating Uber to Expensya

This article guides you on how to link your Uber and Expensya accounts for seamless transfer of expense data. It allows you to switch between personal and business accounts, ensuring personal rides are kept private. The instructions include setting up a new company profile, using your business account, simplifying your travel costs with Uber and Expensya integration, and facilitating your reports. It also provides solutions for updating invoices and handling e-invoices.

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Configuring Categories for TravelPerk Integration

The TravelPerk integration guarantees an automatic, seamless transfer of your travel expenses directly into Expensya. For this streamlined process to work flawlessly, it's essential to have your cate…

Updated by Rim Ferchichi

Activating a Travel Integration and Importing Expenses by the Administrator

This article offers a detailed guide on how to manage expenses more efficiently by using Expensya's travel integrations. It provides instructions on how to activate a travel integration, select the travel agency from the available list, and choose the user type who can utilize this integration. Moreover, it presents steps to import travel expenses through the administrator portal and look over the added expenses after import.

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Why TravelPerk Invoices Are Not Attached to Expenses in Expensya

This article explains how Expensya handles TravelPerk invoices that involve multiple bookers. It covers when multi-booker invoices occur and how Expensya ensures privacy and confidentiality by not at…

Updated by Rim Ferchichi

Activating the TravelPerk-Expensya Integration

This article outlines how to retrieve travel service invoices from the TravelPerk platform and integrate them into Expensya using the native integration feature. It offers instructions on activating the integration from both TravelPerk and Expensya platforms, which can be done by the account administrator. There's also information on how the automatic daily recovery of these invoices works, and finally a reference to a more detailed article for configuring the TravelPerk integration.

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How to Synchronize Tags and Labels Between TravelPerk and Expensya

This article provides a clear guide for users on how to manage tags and labels for expense synchronization between TravelPerk and Expensya. Follow these steps to ensure the synchronization between th…

Updated by Rim Ferchichi

Configuring the TravelPerk integration

Configuration of the integration Travel perk. After connection and approval of data sharing, the integration becomes available from the Integration menu on Expensya. You can then configure: The state…

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