Expensify

expensify is an expense management platform that streamlines receipt scanning, expense reporting, and reimbursements integrating expensify with make com enables automated expense report creation, approval workflows, and seamless syncing of financial data with other business tools this is ai generated content based on official expensify documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //use expensify com/support directly requirements to use the expensify app in make, you must have an active expensify account and api credentials consisting of a partneruserid and partnerusersecret, https //use expensify com/ for subscription, refer to the https //use expensify com/ connect expensify and {{product name}} to get started, you must first create a connection between expensify and {{product name}} , allowing the two services to communicate obtain your api key in your expensify account create the connection in make obtain your api key in your expensify account before you create the connection in {{product name}} , you should first obtain your api key in your expensify account to obtain your api key navigate to the integrations section from your account dashboard copy the partner user id displayed on screen copy the partner user secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //integrations expensify com/integration server/doc/#authentication create the connection in {{product name}} https //www make com/en/register , add the expensify module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your expensify account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page expensify modules after connecting to the expensify app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create expense rules creates customized expense rules for a specified employee under a selected policy create a policy creates a new policy record in your account create a single expense creates a new individual expense entry in your account create an expense report generates a detailed expense report by compiling and organizing submitted expense data export a report exports and downloads detailed data from expenses or reports get a policy retrieves detailed information about the specified policy list domain credit cards retrieves a complete list of all credit cards associated with your domain list policies retrieves a complete list of all existing policies update expense rules modifies an existing expense rule assigned to a specific employee within a selected policy update a policy updates the details of the specified policy update a report status updates the status of a specified report to a new value update an employee updates the details of a specified employee in your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} expensify resources you can have access to more resources related to this app on the following links https //community make com/search?q=expensify https //use expensify com/ https //integrations expensify com/integration server/doc/#introduction https //www make com/en/integrations/expensify