First use - Company

How do I add or delete a user or adminisrator?

How do I add another user/ administrator or delete user? The administrator of an account can add other users to the company from the website. To add a user: 1. Go to the "Administration" tab then the…

Hamida Laabidi
Updated 2 months ago by Hamida Laabidi

Company Settings

An administrator can change the company settings on Expensya from the website. Through the "Admin" tab, under "Global Settings" on the sidebar menu you'll find: Your company's general information : C…

Eya Satouri
Updated 4 weeks ago by Eya Satouri

Can I change the export format?

If the Excel and PDF exports generated by Expensya do not suit you, we also offer other export formats ( Cegid, Sage, Quadratus, SAP, etc.) which can be found in "Administration", under the "Integrat…

Ines Bouzaiene
Updated 10 months ago by Ines Bouzaiene

Importing bank statements

The web version of Expensya enables you to import your credit card statement, so that you can compare more effectively what exists in Expensya and the transactions shown on your statement. To enable…

Jihen Laribi
Updated 7 months ago by Jihen Laribi

Banks supported by Expensya

Expensya supports bank card statements from the following banks: American Express. Amex. Banques Courtois/Crédit du Nord. BNP Paribas. Caisses d'Epargne. Chase. CIC. LCL. HSBC. Mission Plus. Palatine…

Mohamed Amine Bourbia
Updated 6 months ago by Mohamed Amine Bourbia

How to create user groups in Expensya?

What is a user group in Expensya? As an administrator, you are able to create user groups in Expensya. This feature allows you to group a company’s users according to an analytical axis. By creating…

Jihen Laribi
Updated 2 months ago by Jihen Laribi

Assign an administrator or accountant to user group

In Expensya you can assign an administrator or an accountant to user groups. When you assign an administrator or an accountant to a group, they will only see and validate the Reports from users belon…

Hamida Laabidi
Updated 4 weeks ago by Hamida Laabidi

How to give or receive access delegation on Expensya?

As administrator, you can manage delegated access for user accounts from the web version. For it: Go to "Administration", then "Users and access". Click on "Delegations". Then click on "+ Grant a del…

Rim Chermiti
Updated 1 year ago by Rim Chermiti

How to create a project in Expensya?

As an Expensya Administrator , you are able to add Projects from the web. A project on Expensya is an analytical pivot; in other words it is an additional field used for adding each cost, that you co…

Hamida Laabidi
Updated 4 weeks ago by Hamida Laabidi

How to assign my collaborators and groups to a project ?

As Administrator, Expensya allows you to assign collaborators or groups of users to a project from the website. To assign your employees to a project : Go to "Admin", then to " Advanced settings" men…

Hamida Laabidi
Updated 6 months ago by Hamida Laabidi

Manage professional vehicles in Expensya

As an administrator, you can manage professional vehicles from the website. To activate this feature, please contact Expensya support at support@expensya.com. Go to the "Administration" tab, "Vehicle…

Selim Ounis
Updated 1 month ago by Selim Ounis

How to fill the project import template

As an Administrator on Expensya, you can create all your project at once by filling the template on the website. Here is what a completed import template file looks like: How to fill the template? Pr…

Rim Chermiti
Updated 1 year ago by Rim Chermiti

How to create a category and configure my chart of accounts?

As Administrator , you are able to create and modify expense categories from the web interface. When you modify the categories in Expensya, you can also configure the expense accounts, the VAT accoun…

Selim Ounis
Updated 1 month ago by Selim Ounis

Customize the expense form fields

In Expensya, the administrator can customize the fields of an expense form. To manage the fields of an expense according to its category: From the “Administration” interface, go to the “Categories” s…

Malika Maachaoui
Updated 4 weeks ago by Malika Maachaoui

Customize category recognition for fast scan

As an Administrator, you have the option to configure the categories from the Expensya website. When configuring categories, make sure you insert the correct predefined categories so that our fast sc…

Selim Ounis
Updated 1 month ago by Selim Ounis

How to configure expense rules

As an Administrator , you can set limits for the different categories. You can create 4 types of expense rules: An alert: Displays a message indicating that the amount you have entered exceeds the ca…

Selim Ounis
Updated 1 month ago by Selim Ounis

How to set up bank accounts in Expensya

As an administrator, you can add bank accounts for the company or employees from the website. You can also ask our support team for the below configurations: "Employee cannot modify their bank accoun…

Rim Chermiti
Updated 1 year ago by Rim Chermiti

How to manage mileage expenses in Expensya?

Managing your mileage expenses on Expensya means the admin can change the scale (URSSAF for France, fixed rate and personalized rate) per vehicle type, distance and year. To proceed from the Admin ta…

Rim Chermiti
Updated 8 months ago by Rim Chermiti

Change my offer

Do you want to change your subscription? Go to the "Administration" tab. Click on "Subscription" on the sidebar menu, under "Subscription and Bills" menu. All you have to do is choose the subscriptio…

Jihen Laribi
Updated 6 months ago by Jihen Laribi

How to export all company’s expense reports

In order to perform this action the user must be an administrator and using the website. Here are the steps to follow to export all your company’s expense reports: Log in to your Expensya account on…

Malika Maachaoui
Updated 4 weeks ago by Malika Maachaoui

How to deactivate compensation for mileage expenses?

If you do not want automatic compensation for mileage allowances to take place, we invite you as the administrator of your company on Expensya to deactivate it as follows: In the "Admin" tab. Click o…

Rim Chermiti
Updated 8 months ago by Rim Chermiti

Difference between global admin and restricted admin

A global administrator manages all of the functionalities of a company. The restricted administrator (also called group administrator) only manages the parameters related to the groups assigned to hi…

Mohamed Amine Bourbia
Updated 8 months ago by Mohamed Amine Bourbia

Grant or receive an access delegation on Expensya

In Expensya, access delegation allows a user to grant or receive access rights to or from another account, regardless of their position. This action can be performed from the website and the mobile a…

Hamida Laabidi
Updated 8 months ago by Hamida Laabidi

Add a lump sum - The German perdiem

In Germany, flat-rate travel allowances for accommodation, catering, etc. are fixed by the authorities. This type of package is known as the "German perdiem". Expensya allows German companies or comp…

Eya Satouri
Updated 1 year ago by Eya Satouri

How to enter mileage expense with a professional vehicle

Entering a mileage expense with a professional vehicule is exactly the same as entering it with a personal vehicle, you just need to make sure that your admin has entered the vehicle as professional…

Mohamed Amine Bourbia
Updated 9 months ago by Mohamed Amine Bourbia

An invoice's statuses

An invoice on Expensya goes through several statuses during its cycle: To validate : the invoice has just been entered through the fast scan, the system needs you to check and confirm that the inform…

Jihen Laribi
Updated 5 days ago by Jihen Laribi

Customize mileage expenses rates

In addition to the standard mileage reimbursement rate applied by your company, you can, as an Expensya administrator, add specific ones to one or more users. Activate the functionality: To activate…

Imen Habouria
Updated 9 months ago by Imen Habouria

Custom Fields - The Basics

Custom fields are used to add more information to the expense form. These fields can be in the form of text fields, a drop-down list, numbers, or even tick boxes. They make it possible to enrich the…

Imen Habouria
Updated 3 weeks ago by Imen Habouria

Additional receipt compliance check

In order to better check receipt compliance, Expensya offers the two following features which can be activated together or separately. Inspection of the receipt’s image quality,. Check for potential…

Hamida Laabidi
Updated 3 months ago by Hamida Laabidi

Custom select list field

Expensya gives you the option of adding a custom select list field that allows you to add additional information to the expense form. Adding and configuring this field is carried out by the account a…

Selim Ounis
Updated 3 weeks ago by Selim Ounis

Category accounting data by Group

For administrators of multi-entity instances, this feature allows you to simplify account management and maintenance. If you have different accounting data for the same category, you simply need to a…

Jihen Laribi
Updated 2 weeks ago by Jihen Laribi

Import of bank statements by the Administrator

To effectively manage expenses and facilitate their addition to user accounts, Expensya allows the administrator to import company debit card bank statements. Imports are carried out on the web via t…

Imen Habouria
Updated 3 weeks ago by Imen Habouria

Understand the parameters for calculating mileage expenses

To understand the logic of the calculation on Expensya, it is essential to know this: The mileage of the vehicle (therefore the reimbursement level applied to the user) is the sum of the distance tra…

Rim Chermiti
Updated 8 months ago by Rim Chermiti

Custom fields: linking to an expense rule

Expensya gives you the possibility to go one step further into your company’s functionality configuration. You already have the option of linking a custom field to a category; now it is also possible…

Hamida Laabidi
Updated 3 weeks ago by Hamida Laabidi

Identification of the @expensya domain

If your company uses the MailInBlack Anti-spam solution, Expensya’s notifications are blocked by default: Password reset, confirmation of validated expense report, confirmation of archived expense re…

Selim Ounis
Updated 1 month ago by Selim Ounis

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