Help and guides
Step-by-step guides for Expensly: set up the app, capture expenses, export to bexio, Topal and Banana.
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Getting started
Set up your account, install the app, capture your first expenses.
Install the Expensly app and record expenses
From installation through the first login to a finished receipt with its tax rate.
First login to Expensly after the invitation
You have been invited to an organisation: how to set your password and log in for the first time.
Create an account and organisation with your bexio login
Set up Expensly directly with your bexio login, including ledger accounts and tax rates.
Add a new user in Expensly
Invite employees, assign a role and confirm the subscription change.
Accounting and export
How expenses reach bexio and how the export to Banana works.
How Expensly stores expenses in bexio
Supplier bill, billing cycle and payment: what Expensly creates in bexio, and when.
How the export from Expensly to Banana works
Select transactions, generate the file and import it into Banana.
Set up a debit account in bexio
Prepare the bank account that Expensly charges the expense reports to.
For fiduciaries
Create clients, look after them and export their expenses.
Expensly web login and fiduciary features
Review, filter and export transactions and manage your clients' organisations.
Install the app and record expenses for clients
How the app works for fiduciaries, including how to pick the client user.
Create a new organisation (bexio)
Set up a client with a bexio connection: billing, ledger accounts, tax rates.
Create a new organisation (Topal)
Set up a client for the Topal export, from the master data to the account type.
Automate your expense reports, start free
Get started with Expensly now and save hours every month.