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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