Expensify

expensify is an expense management platform that lets users track receipts, submit expense reports, and automate reimbursements integrating expensify with make com enables automated expense report creation, approval workflows, and real time syncing of financial data across 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 //help expensify com/ directly requirements to use the expensify app in make, you must have an active expensify account and api credentials 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 basic in your expensify account create the connection in make obtain your basic in your expensify account before you create the connection in {{product name}} , you should first obtain your basic in your expensify account to obtain your basic navigate to tools > integrations 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/getting started html 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 specific expense rules for an individual employee under a designated policy create a policy creates a new insurance policy in your account create a single expense adds a new individual expense entry create an expense report generates a detailed report summarizing submitted expenses export a report exports and downloads detailed data from an expense or report 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 in your account update expense rules modifies an existing expense rule assigned to a specific employee within a selected policy update a policy modifies the details of a specified policy update a report status changes the status of a specified report to a new value update an employee updates the details of a specified employee 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