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…

Updated 2 months ago

Company Settings

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

Updated 2 months ago

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…

Updated 2 months ago

How do I send 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…

Chaïma Bnina
Updated 1 month ago by Chaïma Bnina

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…

nouara benchikh
Updated 1 day ago by nouara benchikh

Banks supported by Expensya

Expensya supports bank card statements from the following banks: American Express, Banks Courtois / Crédit du Nord, BNP Paribas, Savings Banks, Chase, CIC, LCL, HSBC, Mission Plus, Palatine, Santande…

Updated 1 month ago

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…

Updated 2 months ago

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…

Updated 2 months ago

How to give or receive 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 only be performed from the website. To do so:…

Chaïma Bnina
Updated 1 month ago by Chaïma Bnina

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…

Updated 2 months ago

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", under "Projects" menu, Click on…

Updated 1 month ago

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…

Chaïma Bnina
Updated 1 month ago by Chaïma Bnina

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…

Updated 2 months ago

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…

Updated 2 months ago

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…

Updated 3 weeks ago

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…

Updated 1 month ago

How to configure expense rules

As an Administrator , you can set limits for the different categories. You can create 3 types of expense rules: An alert: Displays a message indicating that the amount you have entered exceeds the ca…

Updated 2 months ago

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 account…

Chaïma Bnina
Updated 1 month ago by Chaïma Bnina

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…

Updated 1 month ago

Change my offer

Do you want to change your subscription? Go to the "Administration" tab Click on "Subscription" on the sidebar menu. All you have to do is choose the subscription that suits you best, and select whet…

Updated 1 month ago

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…

Chaïma Bnina
Updated 3 weeks ago by Chaïma Bnina

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 ‘Administration’ tab…

nouara benchikh
Updated 1 month ago by nouara benchikh

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…

Yassine
Updated 1 month ago by Yassine

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 only be performed from the website. To do so:…

Updated 3 weeks ago

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…

Updated 3 weeks ago

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…

nouara benchikh
Updated 1 month ago by nouara benchikh

An invoice's statuses

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

nouara benchikh
Updated 2 months ago by nouara benchikh

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 activat…

nouara benchikh
Updated 1 month ago by nouara benchikh

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…

nouara benchikh
Updated 1 month ago by nouara benchikh

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