The validation Cycle & Expense Workflow

In Expensya, an expense corresponds to an amount committed and paid with your own financial means in a professional context. Each expense goes through several statuses during its life cycle. Uploaded…

Updated 1 month ago by Imen Cherif

Adding an Expense

At Expensya , an expense corresponds to an amount incurred and paid using your own financial means in a professional context. Each expense must be justified by an invoice that proves its nature and t…

Updated 1 month ago by Imen Cherif

Adding Guests to an Expense

With Expensya, you can add guests to your expenses from the web or the mobile app. From the website: Go to the Expenses tab. . Click on one of your expenses that still has not been submitted or choos…

Updated 1 month ago by Imen Cherif

Translation of Invoices

The invoice and receipt translation feature in Expensya makes it easier for users with foreign-language invoices/receipts to manage their expenses. When scanning an invoice in a foreign language, Exp…

Updated 1 month ago by Selim Ounis

Splitting an Expense into Multiple Categories

If you have an invoice with multi-category expenses and want to see all the recognized categories from the invoice so you can review, confirm and send them to validation, then you should opt for the…

Updated 1 month ago by Imen Cherif

Reviewing an Expense

Expensya’s features are not limited to simple expenses creations and submissions. This article will guide you through numerous functionalities that you might need to make better use of the Expensya w…

Updated 1 month ago by Imen Cherif

Sending an Expense for Validation

At Expensya , our goal is to make spend management more accessible. That’s why we are continuously working on facilitating the expenses submission process. Automatic Submission of Expenses (AutoNDF):…

Updated 2 months ago by Imen Cherif

Automatic Submission of Expense Reports

Because making your life easier is our priority, Expensya offers you a simpler and faster way to submit your expenses. In fact, the administrator can easily set up autoNDF, a process of retrieving ve…

Updated 1 month ago by Selim Ounis

Recalling a Report

A common difficulty occurs when you send a report for validation by mistake or wish to make changes to it or even delete it after submission. In such cases, you have to wait for the manager to valida…

Updated 1 month ago by Jihen Laribi

Reducing the payback time

A key piece of advice to keep in mind when it comes to asking for a refund is: the sooner, the better. In fact, one of the best practices you might need to consider to reduce the payback time is to a…

Updated 1 month ago by Imen Cherif

Sending a report in Expensya

Once you have created a report and assigned invoices to it from the web or mobile version, you can proceed to send your report for validation. On the website: 1. Go to the "Reports" tab, 2. Access th…

Updated 1 week ago by Ines Bouzaiene

The different statuses of a report

On Expensya, a report goes through different stages, it changes state from its creation to its finalization, this is called the flow of a report (validation flow), which goes from state of "Draft" to…

Updated 1 week ago by Selim Ounis

Creating Reports

You can group your expenses in a Note from the web or mobile version. What is a report? A report in Expensya is an indicative term used to refer to the different expenses linked to the same event or…

Updated 1 week ago by Ines Bouzaiene

Invoices Management

Expensya allows you to add invoices in several ways both on the website and the app. On the website : Go to the "Invoices" tab Click on "+ Invoice". You can then pick between three different ways: In…

Updated 1 week ago by Imen Habouria

How to assign an invoice to a report?

After creating a report, you can assign one or more invoices to it in different ways, whether from the Web or from the Mobile: From the website:. If you have expenses and mileage charges already ente…

Updated 1 week ago by Ines Bouzaiene

Expenses Validation on the Web and Mobile App

Once a report is submitted for validation by an employee, the validator receives an email to review the expenses. The manager can then validate or reject the expenses. In this article, we will go thr…

Updated 3 weeks ago by Imen Cherif

Validating Reports

One of the major tasks performed by managers is to review the reports of their employees to validate or reject their expenses. In order to understand the process, let’s go through it step by step. Em…

Updated 1 month ago by Imen Cherif

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Updated 2 days ago by Rim Ferchichi