Expensly
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Getting started

Add a new user in Expensly

Invite employees, assign a role and confirm the subscription change.

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Steps at a glance

Show all 8 steps as text

  1. Go to https://www.web.expensly.ch/transactions

  2. Click the circle in the top right

  3. Click "Einstellungen Organisation" (Organisation settings)

  4. Click "Hinzufügen" (Add)

  5. Fill in all fields

  6. Select the bookkeeping the new user is allowed to see

  7. In the dropdown, select the bookkeeping(s) the new user is allowed to see. Last name, first name and e-mail are required.

  8. Click "Speichern" (Save). The new user receives an e-mail with a temporary password and can sign in. If the number of paid users changes, the dialog "Abonnementänderung" (Subscription change) appears with the pro-rata amount. Click "Bestätigen" (Confirm) and the new user is billed pro rata.

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Create an account and organisation with your bexio login

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