Knowledge base

Admin Guide (31)

You will find in this category a multitude of articles related to the first use of Expensya by an administrator

Admin Starter Guide (1)

Welcome to Expensya’s Admin Guide!

Subscription and Billing (4)

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Security & Compliance - Privacy Policy and Data Storage (1)

Privacy Policy and Data Storage

Security & Compliance - Technical Requirements (2)

Security & Compliance - Security and Authentification (3)

Security & Compliance - Data Privacy and GDPR (3)

Security & Compliance - Archiving and Compliance (6)

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Account Set-up (5)

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User Management - Contact Management (1)

Manage Contacts in Expensya

User Management - Data Import/ Export (3)

User Management - User and Administrator Management (7)

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User Management - Access Delegation (2)

User Management - Bank Accounts (1)

Set-up Bank Accounts in Expensya

User Management - Bank Accounts - Account Statements (2)

User Management - Customized Data Management (1)

Using Dimensions for Customized Employee-Data Management

Customization & Preferences (1)

Guest Duplication Detection

Customization & Preferences - Expense Form Customization (2)

Customization & Preferences - Category Customization (6)

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Customization & Preferences - Exception and Absence Management (2)

Customization & Preferences - Currency and Payment Instruments Management (2)

Customization & Preferences - Tags and Advanced Features (2)

Customization & Preferences - Account Management (3)

Customization & Preferences - Export and Format Customization (4)

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Customization & Preferences - Notifications and Communication (1)

E-mail Notifications Sent by Expensya

Spending Policy Configuration (4)

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Spending Policy Rules - Managing Credits and Advances (3)

Spending Policy Rules - Accounting and Financial Rules (3)

Spending Policy Rules - Mileage (6)

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Spending Policy Rules - Exception Management (1)

Guide for Admins: Exception Requests

Custom Fields (4)

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Employee Guide (18)

This category lays out everything you need to know about reports, expenses, mileage reimbursements, per diem, advances and personal settings.

Getting Started (2)

Managing my Account - Account Setup and Validation (2)

Managing my Account - Personal Preferences and Security (3)

Managing my Account - Financial Management (2)

Personal Settings (3)

Expenses - Expenses and Reports Submission Workflow (12)

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Expenses - Reports (3)

Expenses - Expense Validation and Review (6)

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Expenses - Alerts and Compliance (1)

How Expensya Alerts Enhance Compliance and Prevent Anomalies

Mileage and vehicule management (1)

Exporting the Total Mileage Expenses Incurred by my Employees During a Period?

Mileage and vehicule management - Managing Vehicles (3)

Mileage and vehicule management - Mileage Management (1)

Managing Mileage in Expensya

Mileage and vehicule management - Adding and Calculating Mileage (3)

Mileage and vehicule management - Understanding Mileage Calculation (3)

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Advances Management

Authorization Request (1)

Authorization Requests

Manager Guide (1)

Comprehensive guide for managers on Expensya: Validate expense reports, manage and approve budgets, integration with Microsoft Teams, troubleshoot visibility issues, and utilize alerts for compliance

Manager Guide (10)

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Accountant Guide (1)

The 'Accountant Guide' category offers concise, professional articles tailored for accountants using Expensya.

Accountant Guide (17)

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Expensya Cards (7)

In this category, learn how to use the Expensya card and payment module to better control your expenses and empower your team.

Card Admin - Admin Roles Management (1)

Expensya Cards - Administrator Role Management

Card Admin - Account Management (2)

Card Admin - Cards Management (9)

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Card Admin - Budget Management (4)

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Card Admin - Transactions Management (1)

Expensya Cards - Transaction Management

Cardholder - Cards (6)

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Cardholder - Budgets (5)

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Export & Analysis (5)

In this category, you'll find all the tools to successfully export, monitor, and scrutinize your Expensya data.

Export & Analysis (1)

The Main Exports to Generate From the Expensya Account

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Categories Import

Data Analysis (13)

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Integrations and API (8)

Want more information on Expensya's integrations and our different APIs? This category is for you!

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SSO Login

Practical Guide: Create Expensya Zaps with Zapier

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Microsoft Teams Integration (4)

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Troubleshooting & FAQ (11)

This category offers solutions to common issues experienced on Expensya and shares tips for using the platform efficiently.

Our Customer Support: Introduction (2)

Frequently asked questions and announcements (1)

Tenants in Expensya: What You Need to Know

Frequently asked questions and announcements - Reports and Expenses (7)

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Frequently asked questions and announcements - Account and Access (2)

Frequently asked questions and announcements - Technical Support (1)

How to switch to our new mobile App "Expensya Next"

Frequently asked questions and announcements - Reimbursement and Finance (2)

Frequently asked questions and announcements - Mileage and Vehicles (1)

Does the mileage scale apply to electric vehicles?

Frequently asked questions and announcements - Features and Tools (2)

Frequently asked questions and announcements - Expenses and Statements (2)

Frequently asked questions and announcements - Roles and Permissions (3)

Frequently asked questions and announcements - Payments and Invoices (3)