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Reports

Creating and Deleting Reports

This article takes you step-by-step through creating, managing, and if necessary, deleting an expense report or 'note' on Expensya, both from the web and mobile versions. An expense report collates multiple expenses linked to a single event or specific period and offers users a comprehensive view of expenses and their status. The guide further highlights the ability to create an expense report automatically via email, giving you a simpler, streamlined approach to expense management.

Updated

The Different Statuses of a Report

This guide takes you on a journey through the life cycle of an expense report on Expensya, explaining each stage from creation to finalization. Understand the specific roles and actions that Employees, Managers, and Accountants can undertake and how these steps impact the report's progress from 'Draft' status to 'Archived'. This guide is the perfect tool for every user to understand and navigate Expensya's expense validation flow effectively.

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Handling Reports with Mandatory Proof

This article provides a comprehensive guide on how to handle justifications of expense reports, or "justificatif de note," within Expensya. These vital pieces of documentation explain why a certain expenditure was made, aiding transparency and justification of employee expenses. It could include references such as official invitations, professional engagements, or electronic calendar entries. The article extensively covers the various scenarios and rules associated with mandates of report justifications and how the system handles these cases.

Updated by Rim Ferchichi

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