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…

Jihen Laribi
Updated 2 days ago by Jihen Laribi

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 5 days 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…

Updated 3 months ago

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…

Eya Satouri
Updated 4 weeks ago by Eya Satouri

Banks supported by Expensya

Expensya supports bank card statements from the following banks: American Express, Banque Courtois / Crédit du Nord, BNP Paribas, Caisse d'Epargne, Chase, CIC, LCL, HSBC, Mission Plus, Palatine, Sant…

Updated 8 months 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…

Jihen Laribi
Updated 4 weeks 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…

Jihen Laribi
Updated 3 days ago by Jihen Laribi

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…

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…

Eya Satouri
Updated 1 month ago by Eya Satouri

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…

Eya Satouri
Updated 5 months ago by Eya Satouri

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…

Jihen Laribi
Updated 1 month ago by Jihen Laribi

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 10 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…

Eya Satouri
Updated 1 month ago by Eya Satouri

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…

Eya Satouri
Updated 2 months ago by Eya Satouri

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…

Eya Satouri
Updated 3 weeks ago by Eya Satouri

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…

Eya Satouri
Updated 4 weeks ago by Eya Satouri

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…

Eya Satouri
Updated 5 months ago by Eya Satouri

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 year 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…

Eya Satouri
Updated 1 month ago by Eya Satouri

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 year 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 11 months 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 be performed from the website and the mobile a…

Jihen Laribi
Updated 1 month ago by Jihen Laribi

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 month 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…

nouara benchikh
Updated 1 year 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…

Eya Satouri
Updated 6 days ago by Eya Satouri

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 7 months 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 7 months ago by nouara benchikh

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