Financial Management

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Managing my Bank Accounts in Expensya

As an administrator on Expensya, you have the ability to add the bank account details of your company and your employees directly from the web version of Expensya. This article explains how to enter these details, carry out data integrity checks, add or import bank details for employees, modify or deactivate bank accounts, and export bank account data. It's noteworthy that our support team can also configure employee accesses to allow or prevent changes to bank details.

Updated 2 months ago

Managing my Personal Payment Instruments

Every user on Expensya has the ability to add, modify, and deactivate their own personal payment methods. This configuration can be done through the personal settings in the account. This article guides you on how to add a new personal payment method, how to modify it, and how to deactivate it. It's also important to note that to delete a payment method, you need to contact the Expensya support team.

Updated 2 months ago by Meriam Chiha

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