Admin Starter Guide

This guide is essential for new administrators on Expensya. It introduces the platform’s core functionalities, helping you master the basics and efficiently manage expenses.

1 article by 1 author

Subscription and Billing

This section covers managing subscriptions and billing. Learn how to subscribe to services, view invoices, understand billing cycles, explore subscription plans, and resolve billing issues.

4 articles by 2 authors

Security & Compliance

Find detailed guidance on Expensya's privacy policy, legal archiving, receipt compliance, and implementing two-factor authentication to ensure security and regulatory compliance.

15 articles by 1 author

Account Set-up

This guide assists administrators in configuring settings, enhancing security, managing passwords, updating payment details, and personalizing your Expensya account.

5 articles by 1 author

User Management

A comprehensive guide to managing users in Expensya. Learn to assign roles, delegate access, set up bank accounts, and customize data management for optimal functionality.

15 articles by 1 author

Customization & Preferences

Guidance on tailoring Expensya to your needs. Adjust export formats, manage expense categories, customize fields, set custom mileage rates, and use tags for efficient expense management.

23 articles by 2 authors

Spending Policy Configuration

Learn to set up and manage expense policies in Expensya. This section covers configuring rules, handling corporate documents, and navigating the budget approval process for effective control.

4 articles by 1 author

Spending Policy Rules

Instructions on configuring expense rules, including credits, mileage rates, legal allowances, and advances. Manage exceptions, professional vehicles, and the Sustainable Mobility Allowance.

13 articles by 1 author

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.

Projects

Instructions for creating and managing projects in Expensya. Assign team members, complete import templates, and streamline expense management for project-based activities.