Expensly web login and fiduciary features
Review, filter and export transactions and manage your clients' organisations.
Steps at a glance
Show all 20 steps as text
Go to https://www.expensly.ch/
Click "Anmelden" (Sign in) in the top right. You land directly on the sign-in page of web.expensly.ch.
If you open web.expensly.ch directly, "Loslegen" (Get started) appears first. Click it.
Log in with your e-mail and password or register.
Click "Anmelden" (Log in)
You are now on the "Transaktionen" (Transactions) page. In the top right you choose the organisation if you manage several.
Here you can choose the period.
Filters: search, booking categories, references (if configured in the organisation) and users. The icon next to the user filter shows deleted users, the eye icon hides transactions that were already exported. The button "N zu prüfen" (N to review) shows only transactions with status "Extrahiert" (extracted) that still need to be checked.
"Exportieren" (Export) opens a menu. For bexio organisations you can choose Excel (plus receipt images as a ZIP) or a PDF expense statement ("PDF-Spesenauszug"). For Topal, Abacus and Banana the formats of the respective accounting software are added.
If transactions in the selected period were already exported, Expensly asks: "Bereits exportiert. X von Y Transaktionen wurden bereits exportiert. Trotzdem fortfahren?" (Already exported. Continue anyway?). "Trotzdem exportieren" exports all of them again.
To edit transactions, click here
Click "Speichern" (Save) to save the changes. Click "Abbrechen" (Cancel) to discard them.
Click the gear icon to open the settings.
Here you can change the booking accounts.
Click the circle in the top right to go to the settings of your fiduciary company.
Click "Einstellungen Treuhand" (Fiduciary settings)
In the "Teammitglieder" (Team members) tab you can add more staff of your fiduciary company.
Only for bexio organisations: in the "bexio" tab you close open expense reports manually ("Spesenabrechnungen jetzt schliessen").
To create a new client, click the circle.
Then click "Neue Organisation anlegen" (Create new organisation)
Here you can create a new organisation. See the separate guide for your accounting software (Bexio, Abacus, Topal): https://scribehow.com/viewer/Create_a_new_organisation_in_Expensly_as_a_fiduciary_Bexio__Wthc3RnDRBa-XJn-k0Erag
More guides
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.
Create a new organisation (Abacus)
Set up a client for the Abacus export, from the debit account to the booking accounts.
Automate your expense reports, start free
Get started with Expensly now and save hours every month.