Expensify

Expensify is expense-management software: employees file expenses onto reports, and admins run policies (workspaces) that decide the categories, tags and approval rules those expenses follow.

Authentication

• Partner credentials

Actions

• Create expensesCreate one or more expenses in an Expensify user's account and return them with their new transactionIDs.
• Create policyCreate a new Expensify policy (workspace) owned by the connected account and return its policyID.
• Create reportCreate an expense report, with its expenses, in an Expensify user's account on a given policy, and return the new reportID.
• Get domain card listList the company cards assigned at the domain level in Expensify, with each card's bank feed, masked number, assignee email, external employee ID and last import time and result.
• Get policyRead the categories, tags, report fields, tax rates and/or employees of one or more Expensify policies.
• Get policy listList the Expensify policies (workspaces) the connected account can see, with each policy's id, name, type, owner, output currency and the account's role on it.
• Mark reports reimbursedDestructiveMark Approved Expensify reports as Reimbursed after paying them outside Expensify, selected by report ID or by the date they were submitted or created.
• Run jobAdvancedDestructiveRun any Expensify Integration Server get, create, update or download job on this connection, for the case where no shipped action covers it yet — for example creating or updating an expense rule.
• Update policy categoriesDestructiveAdd, update or replace the expense categories of an Expensify policy, including each category's GL and payroll codes, comment rules and per-expense limit.
• Update policy report fieldsDestructiveAdd, update or replace the custom report fields of an Expensify policy — text, date or dropdown fields such as a project or cost centre that every report on the policy carries.
• Update policy tagsDestructiveReplace the tags of an Expensify policy with the given tag lists, one list per tag level, each with optional GL codes and a required-tag setting.
• Update tag approversDestructiveRoute expenses to an approver by tag: set, change or clear the approver for individual tags of an Expensify policy's single-level tag list.

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