Getting Started

This essential read is crafted specifically for new administrators on Expensya, serving as your golden ticket to mastering the platform's core functionalities and kick-starting your journey to streamlined expense management.

1 article by 1 author

Account Set-up

Guide pour les administrateurs Expensya sur la personnalisation des paramètres, l'amélioration de la sécurité, la gestion des mots de passe, la mise à jour des paiements et la configuration des méthodes de paiement.

5 articles by 1 author

Subscription and Billing

This section provides detailed information on managing your subscriptions and billing. Discover how to subscribe to services, view and manage your invoices, understand your billing cycle, and explore available subscription plans. Learn how to download invoices, track payment history, and resolve any billing issues you may encounter.

4 articles by 2 authors

User Management

Comprehensive guide on managing users, assigning roles, delegating access, setting up bank accounts, and customizing data management in Expensya.

14 articles by 1 author

Spending Policy Configuration

Guide on setting up expense policies in Expensya, configuring rules, managing corporate documents, and navigating the budget approval process for optimal fiscal control.

4 articles by 1 author

Security & Compliance

Guidance on Expensya's privacy policy, legal archiving and receipt compliance, and implementing two-factor authentication for security.

15 articles by 1 author

Projects

Guidance on creating projects in Expensya, assigning team members or groups, and filling the project import template for streamlined expense management.

Spending Policy Rules

Comprehensive guide on configuring expense rules for credits, setting mileage rates, legal travel allowances, monitoring advances, managing exceptions, managing professional vehicles and implementing Sustainable Mobility Allowance in Expensya.

13 articles by 1 author

Customization & Preferences

Guidance on adjusting Expensya export formats, managing expense categories, customizing form fields, category recognition, changing subscription plans, disabling mileage compensation, delegating access, setting custom mileage rates, importing absence records, and utilizing tags for efficient expense management.

21 articles by 2 authors

Custom Fields

Guidance on creating and managing custom fields in Expensya, including adding select list fields and linking custom fields to expense rules for refined data collection and policy compliance.