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Table of Contents
What is included in the documentation for the Expensify Integration Server?
Welcome to the documentation for the Expensify Integration Server. This is designed to give you all the information you need to integrate with Expensify. You will find information on how to programmatically download expense report data for analysis or insertion into your accounting package, provision accounts for new hires, and much more.
How does Expensify handle job payloads?
Every request to the Expensify API follows the same pattern: a JSON payload that identifies the job to execute is passed as a parameter called requestJobDescription. Additionally, other parameters may be needed based on the type of job.
Can Expensify support multi-level tagging?
For multi-level tagging, Expensify has the notion of tag level dependency. This means each tag level is dependent on the parent tag level above it. For more information and examples about multi-tagging, please refer to our help site. Specifies that the tags are directly passed in the JSON payload. Multiple objects can be specified.
How do I manage employees on Expensify?
Lets you manage employees on an Expensify policy. Use this to configure or provision accounts for new hires, as well as update existing employee data. The employee data must be passed in the request parameter data. Specifies to the job that it has to create or update employees.
What platforms does Salesforce integrate with?
Integrate Salesforce with the apps you use every day.G Suite. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. … Slack. … Quickbooks.MailChimp.LinkedIn.Docusign Integration: Digitize Your Agreements.JIRA.HelloSign.More items…
Does expensify have an API?
The Expensify API is a self-service tool. We have a couple of great guides for you to check out if you haven’t already. Full API guide – this is the complete handbook for creating API requests, exporting data, using the API to create expenses, policy changes, and category updates.
How do I connect to expensify?
To create the connection, follow these steps:Go to the Connections section of your policy settings by navigating to Settings > Policies > Group >[Policy name] > Connections and choosing Connect to Bill.com.Go back to Expensify and enter the Username (the name of the token) and the Token, click Send.
Does expensify integrate with Zoho?
We were excited when we discovered Expensify—it made expense reporting a lot easier. We were even more thrilled when we came across Zoho Expense that integrates with Zoho Books.
How does QuickBooks online integrate with Expensify?
Follow these simple steps in order to integrate Expensify with QuickBooks:Step 1: Log Into Expensify.Step 2: Choose an Expensify Plan.Step 3: Choose a Policy Package.Step 4: Complete the Expensify QuickBooks Integration.Step 5: Save your Expensify QuickBooks Integration.
How is the expensify card settled?
Automatic settlement: The Expensify Card balance is paid in full each day or once a month (depending on your preferred settlement frequency), automatically from your business bank account. No need to remember to pay off the card or worry about getting a supersized bill at the end of the month.
Which is better concur or Expensify?
When assessing the two solutions, reviewers found Expensify easier to use, set up, and do business with overall. However, reviewers preferred the ease of administration with SAP Concur. Reviewers felt that Expensify meets the needs of their business better than SAP Concur.
What can you do with Expensify?
2:545:56Expensify Mobile App Demo – YouTubeYouTubeStart of suggested clipEnd of suggested clipCard we actually automatically create digital receipts for every transaction no matter the amount.MoreCard we actually automatically create digital receipts for every transaction no matter the amount. These are a hundred percent admissible by the irs. So all you got to do is swipe your expensify card
How safe is Expensify?
Expensify uses bank level security to keep users’ data safe, and the moment your press enter your data is encrypted. Expensify also complies with the Payment Card Industry Data Security Standard, which is the same standard that is used by PayPal and Visa.
Announcing our FinancialForce Integration: SalesForce and Then Some!
We’ve bolstered our current SalesForce integration (available on our Team plan) by adding support for FinancialForce. The FinancialForce integration is available on our Corporate plan. Once you’ve setup these integrations up in your account you can: Continue Reading…
Help with global trips and bank import? Also: Salesforce and powerful accounting features
Hi all, we’ve put a ton of effort into our “trips” and “bank import” features, but are running out of data to test with. Can you please help us out and:
Expensify Announces Funding, New Features
Yesterday, at SF New Tech in San Francisco, we publicly announced that we’ve taken on $1M of funding in a seed round. This is great for us as it means that we’ll be around for a long time to come, and will be able to do much more for our users in terms of delivering the features they want and making expense reports suck even less.
Introduction
Welcome to the documentation for the Expensify Integration Server. This is designed to give you all the information you need to integrate with Expensify. You will find information on how to programmatically download expense report data for analysis or insertion into your accounting package, provision accounts for new hires, and much more.
Request format
curl -X POST ‘https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations’ \ -d ‘requestJobDescription= {…}’
Export
The following examples assume the template is stored in the file ‘expensify_template.ftl’
Create
Response
A success response message is comprised of a responseCode 200, the name of the generated report, and its ID on Expensify.
Templates for Reconciliation
Templates for reconciliation do not follow the same format as templates for the report exporter. The syntax rules are the same, as they both are based on Freemarker. However the data that you can access and how you access it are very different.