Managing Credits and Advances

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Managing Spending Policies with Credits

Detailed guide aimed at administrators who manage company financial Trackers. It outlines how to configure expense rules to apply to credit notes on the Expensya platform. The article provides step by step instructions on activating expense rules management, applying these rules to credit notes, and highlights a use case to explain the benefits of employing such financial management systems.

Updated 3 months ago

Use and Monitoring of Consumption of an Advance

This guide provides an overview on how to use and track an advance that's been approved by a manager and provided by an accountant on the Expensya platform. It explains how employees can use the advance as a payment method when recording a new expense and how individuals involved in the approval process can monitor the consumption of the advance. The article provides step-by-step instructions on how to provide, use, track, restitution and close an advance.

Updated 2 months ago

Managing Spending Policies with Credits

Please refer to the article on configuring spending policies via this link: How to Configure Expense Policies. Explanatory Use Case. If your company has a rule type like Limit Exceeded for a category…

Updated 3 months ago by Rim Ferchichi

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