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Expensify

The Expensify modules allow you to monitor, create, update, export, list, and retrieve the reports, policies, expense rules, credit cards, and employees in your Expensify account.

Getting Started with Expensify

Prerequisites

  • An Expensify account - create an Expensify account at expensify.com

Notice

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Expensify to Make

To connect your Expensify account to Make you need to obtain the Identifier, Key, and Website ID from your Expensify account and insert it in the Create a connection dialog in the Make module.

1. Go to the website, expensify.com/tools/integrations/ and log in with your account credentials.

2. Copy the partnerUserID and partnerUserSecret to a safe place.

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3. Go to the Make and open the Expensify module's Create a connection dialog.

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4. In the Connection name field, enter a name for the connection.

5. In the Partner User ID and Partner User Secret fields, enter the details copied in step 2 respectively.

6. Click Continue.

The connection has been established.

Expenses

Creates a Single Expense

Creates a single expense item.

Connection

Establish a connection to your Expensify account.

Email

Enter (map) the email address whose expense you want to create.

Transactions

Add the transactions to the expense:

Merchant

Enter (map) the name of the merchant.

Created At

Enter (map) the date on which you are creating the expense.

Amount

Enter (map) the amount of the expense.

Currency

Select or map the currency applicable to the expense.

Is Billable

Select whether this expense is billable to the client.

Is Reimbursable

Select whether this expense is reimbursable.

External ID

Enter (map) the External ID of the expense in an external system.

Category

Select or map the category to which the expense belongs to. For example, equipment.

Tag

Enter (map) the tags for the expense.

Comment

Enter (map) the additional information about the expense.

Report ID

Enter (map) the Report ID to which you want to attach the expense to.

Policy ID

Enter (map) the Policy ID of the tax to which the expense to.

Tax

Add the tax applicable for the expense:

Rate ID - Enter (map) the Rate ID for the expense.

Amount - Enter (map) the amount of tax applicable to the expense.

Reports

Create an Expense Report

Creates an expense report.

Connection

Establish a connection to your Expensify account.

Email

Enter (map) the email address whose expense report you want to create.

Title

Enter (map) name for the expense report.

Custom Fields

Add the custom fields and their values. For example, company name.

Expenses

Add the expenses to the report:

Merchant

Enter (map) the merchant name to which the expense belongs to.

Currency

Select or map the currency applicable to the expense.

Date

Enter (map) the date on which the expense was made.

Amount

Enter (map) the amount of the expense.

Policy ID

Select or map the Policy ID under which you want to create the expense report..

Update a Report Status

Updates the selected report status.

Connection

Establish a connection to your Expensify account.

Status

Select or map the status you want to update for the report. Note: Only the reports with status approved can be updated to reimbursed. All other reports will be ignored.

Report ID List

Enter (map) the Report ID Lists separated by a comma that you want to update.

Start Date

Enter (map) the date to list the reports that were submitted or created on or after the specified date. This field is required if no Report ID List is mentioned.

End Date

Enter (map) the date to list the reports that were submitted or created on or before the specified date.

Export a Report

Export expense or report data and downloads it.

Connection

Establish a connection to your Expensify account.

File Extension

Select or map the file extension type in the format the report should be generated for export. For export, CSV.

Report ID List

Enter (map) the Report ID Lists separated by a comma that you want to export.

Start Date

Enter (map) the date to list the reports for exporting that were submitted or created on or after the specified date. This field is required if no Report ID List is mentioned.

Policy ID List

Add the Policy IDs whose reports data you want to export.

End Date

Enter (map) the date to list the reports for exporting that were submitted or created on or before the specified date. This field is required if no Report ID List is mentioned.

Approved After

Enter (map) the date to filter all the reports for exporting that were approved on or after the specified date. This field should be used only for approved reports.

Marked as Exported

Enter (map) whether you want to filter only the reports that were already exported.

Report State

Select or map the status of the reports you want to export.

Limit

Set the maximum number of reports Make should return during one execution cycle.

Employee Email

Enter (map) the employee's email address from whose account you want to export the reports.

File Basename

Enter (map) the name to give to the generated file(s). A random part of the name will be added to make each filename globally unique.

Spreadsheet Filename

Enter (map) the spreadsheet filename (workbook template) to which report data will be written.

Note

If this is provided, then the only file made available to export will be an xlsx file. This is an enterprise feature.

Perform Action to Finish

Select the checkbox to perform the export action from start to finish. If you have selected this field, then actions specified On Finish will not be executed.

On Finish

Add the actions you want to perform when export is completed. For example, mail.

Policies

List Policies

Lists all policies.

Connection

Establish a connection to your Expensify account.

User's Email

Enter (map) the user's email address whose policies you want to retrieve.

Admin Only

Select the checkbox if you want to retrieve only the reports for which the user is an admin.

Limit

Set the maximum number of reports Make should return during one execution cycle.

Get a Policy

Returns information about the selected policy.

Connection

Establish a connection to your Expensify account.

Policy ID

Select or map the Policy ID whose details you want to retrieve.

Fields

Select or map the fields whose details you want to retrieve about the policy.

User Email

Enter (map) the user's email address whose policy details you want to retrieve.

Note

You must have been granted third-party access by that user/company domain beforehand.

Create a Policy

Creates a policy.

Connection

Establish a connection to your Expensify account.

Policy Name

Enter (map) for the policy.

Plan

Select or map the plan for the policy. For example, Team.

Update a Policy

Updates the selected policy.

Connection

Establish a connection to your Expensify account.

Policy ID

Select or map the Policy ID whose details you want to update.

Action

Enter (map) the action for updating the category of the policy. For example, replace.

Category Data

Add the category data:

Name

Enter (map) the name of the category.

Is Enabled

Select whether you want to enable the category.

GL Code

Enter the applicable general ledger code for the category.

Payroll Code

Enter (map) the payroll code applicable to the category.

Are Comments Required

Select whether the comments are required for the expenses in this category.

Comment Hint

Enter (map) the tips for entering the comments in this category.

Maximum Expense Amount

Enter (map) the maximum amount allowed for the expenses in this category.

Action

Select or map the report fields for the policy you want to update.

Report Fields Data

Name - Enter the report field name. For example, time.

Type - Select or map the applicable data for the field. For example, text or date.

Tags Data

Add the tags for the policy:

Name - Enter (map) the tag's level name.

Is Required - Select whether users must specify a tag for this level when coding expenses to the policy.

Tags - Add the tag names.

Expense Rules

Create Expense Rules

Creates expenses rules for a given employee on a given policy.

Connection

Establish a connection to your Expensify account.

Email

Enter (map) the email address for whom you want to create the expense rules.

Policy ID

Select or map the Policy ID applicable to the expense rule.

Tag

Enter (map) the tags for the expense rule.

Default Billable

Enter (map) default billing details for the expense rule.

Update Expense Rules

Updates a preexisting expense rule for a given employee on a given policy.

Connection

Establish a connection to your Expensify account.

Employee Email

Enter (map) the employee email address for whom you want to update the expense rules.

Policy ID

Select or map the Policy ID whose expense rules you want to update.

Rule ID

Enter (map) the Rule ID you want to update.

Tag

Enter (map) the tags for the expense rule.

Default Billable

Enter (map) the default billing details for the expense rule.

Credit Cards

List Domain Credit Cards

Lists all domain credit cards.

Connection

Establish a connection to your Expensify account.

Domain

Enter (map) the domain to list the credit cards that match the specified domain.

Limit

Set the maximum number of domain credit cards Make should return during one execution cycle.

Employees

Update an Employee

Updates the selected employee.

Connection

Establish a connection to your Expensify account.

Filename

Enter the filename that contains the data you want to update for the employee.

CSV File

Enter (map) the CSV file containing the employee data to update. The first line of the file lists the columns that will exist. The order of the columns does not matter.

Policy ID

Select or map the Policy ID applicable for the employee.

For more information, see Expensify API Documentation.

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