First use - Employee
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…
How to create an Expensya account?
Want to create an Expensya trial account? Great ! To do this from the website www.expensya.com, click on 'Free trial' Fill in the the form : And login to your account You will receive an activation e…
The different statuses of a report
On Expensya, a report goes through different stages, it changes state from its creation to its finalization, this is called the flow of a report (validation flow), which goes from state of "Draft" to…
How to create a report?
You can group your expenses in a Note from the web or mobile version. What is a report? A report in Expensya is an indicative term used to refer to the different expenses linked to the same event or…
How do I add or delete an invoice?
Expensya allows you to add invoices in several ways both on the website and the app. On the website : Go to the "Invoices" tab Click on "+ Invoice". You can then pick between three different ways: In…
How do I add and delete my mileage expense?
n add your mileage expense from the website or mobile. The administrator must first set the scale and select the one applied by their company. What is the scale that is applied for the calculation of…
How to add a guest on an invoice?
With Expensya, you can add guests to your invoices from the web or mobile version. From the website : Go to the "Invoices" tab Access one of your invoices, Click on the "Guests added" tab located at…
Managing my vehicles for my mileage expenses
Expensya allows you to easily manage your vehicles. Here's how to add your vehicles from the website and mobile. From the web: To add or delete a vehicle: Go to the "Invoices" tab or in a Report dire…
How to assign an invoice to a report?
After creating a report, you can assign one or more invoices to it in different ways, whether from the Web or from the Mobile: From the website:. If you have expenses and mileage charges already ente…
Exports reports and invoices
Expensya allows you to export your reports and invoices From the website version. Export reports from the website: Click on 'Reports',. Check the reports you wish to export,. Press 'Actions' and 'Exp…
Personal settings
Each user on Expensya has the possibility to modify their settings from the website and mobile From the web: Click on your name at the top right of the page, Then on "Settings" You will land on your…
Validate my Expensya trial account
You want to try out Expensya and has already filled out the registration form? Great! You will receive a validation e-mail on the address mentioned during registration, just click on 'Activate my acc…
My report is still a draft, what does that mean?
On Expensya, a report goes through different stages from its creation to its finalization. When it's freshly created a report's state is "draft", meaning you can add invoices, modify and delete them…
Advances Management
Advances management is an available feature on Expensya through the Gold offer. It can be activated from our internal system and upon request of the account administrator. Thanks to this option, empl…
Automatic import of bank card statement
Use the automatic import of your bank account statements to gain even more time in managing your expenses ! The automatic import of bank card statements allows you to: Create expenses for each employ…
Professional payment instruments
Expensya allows you to add professional payment instruments. These can be activated from the “Administration" tab on the Web. Professional payment instruments allow employees to create expenses using…
Personal payment instruments
All users have the possibility of adding, modifying, and deactivating their personal payment instrument. This configuration is carried out from the account’s personal settings. How to add a new perso…
Source of Exchange Rate on Expensya
This page presents the strategy on which the calculation of the conversion rate is based at Expensya
Creation and management of credit notes and expense cancellations on Expensya
This feature allows you to enter credit note invoices or to create cancellations for expenses already sent for approval. Credits and cancellations can be generated for both expenses and mileage expen…
