Adding a new establishment in Cleemy Expenses

Before you get started

The creation of a new establishment must be submitted to the Lucca help desk so that we can attach it to your contract.

Steps to follow

Do you have a different expense policy or expense types for your new establishment?

Does your accounting use a different template from the templates currently in place in your application?

Important: if you have an automated export, you will need to add your new establishment.

The folder on the FTP server will then reset and the password will change: you will have to send the password to Lucca, or ask Lucca to send you this new password (as the case may be).


If it is a new French establishment and you want to activate the "Digitization of supporting documents with probative value" option, remember to go to the establishment's management rules:

Don't hesitate to ask the sales department for assistance from Lucca consultants to help you manage the integration of new entities.

Ad hoc audits can be organized on request to gather the right information and configure the solutions to be activated for your new establishments.

Training can also be arranged for a new solutions administrator, if you want.

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