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Overview

The first time you add an Expensify card to a FLO, you will need to create a configuration. This will allow you to connect to your Expensify account, save your account information, and reuse that configuration next time you build a FLO with the connector. That way, you don’t have to sign in every time you want to build a FLO with this Connector. Instead, use the configuration you have already set up. You can create and save multiple configurations and share them with your teammates.

Here’s how to set up a new configuration in Expensify:

  1. First, enter in an Account Nickname. This should be unique so if you are connecting multiple Expensify accounts you will be able to tell them apart.
  2. Enter in your account’s Partner User ID and Partner User Secret. These can both be found on your account when you sign in to https://www.expensify.com/tools/integrations/
  3. Enter in the email you used for your Expensify Account.
  4. Then click “Create” to finish this configuration.

    Actions

    • Create Expense

      Creates a new expense in Expensify.

      Input Fields

      • Expense
        • Merchant (text): The company the expense was paid to.
        • Expense Date (text): Date in format YYYY-MM-DD.
        • Amount (number): The amount of the expense.
        • Currency (text): The ISO code for the currency.
        • External ID _(_number): Should be unique.
        • Category (text): Entertainment, Fuel/Milage, Lodging, Meals, Other, Phone, Transportation
        • Tag (text): Add an optional tag.
        • Billable? (T/F): If it is billable.
        • Reimbursable? (T/F): If it is reimbursable.
        • Comment (text): Additional information.

      Output Fields

      • Expense
        • Transaction ID (text): The ID for the expense.
        • Created At (text): When it was created.
        • Merchant (text): Where the money was spent.
        • Amount (number): How much was spent.
        • Currency (text): Which currency (ISO, see above).
    • Create Expense for Report

      Creates an expense object to use in a new report with the “Create Report” action.

      Input Fields

      • Expense
        • Merchant (text): The company the expense was paid to.
        • Expense Date (text): Date in format YYYY-MM-DD.
        • Amount (number): The amount of the expense.
        • Currency (text): The ISO code for the currency.
        • External ID _(_number): Should be unique.
        • Category (text): Entertainment, Fuel/Milage, Lodging, Meals, Other, Phone, Transportation
        • Tag (text): Add an optional tag.
        • Billable? (T/F): If it is billable.
        • Reimbursable? (T/F): If it is reimbursable.
        • Comment (text): Additional information.
        • Report ID (number): The report this expense is linked to. Given when you create a report using ‘Create Report’.
        • Policy ID (text): Which policy you’d like to use; optional.
        • Tax Code (text): The tax set up in policy settings.
        • Tax Amount (number): The amount of tax.

      Output Fields

      • Expense (object)
    • Create Report

      Creates a report in Expensify. Use ‘Create Expense for Report’ to create expenses to add into this report.

      Options

      • Policy (drop down menu): Dynamically generated based on existing policies. To create a new policy, go to ‘Admin’ on Expensify and click ‘New Policy’.

      Input Fields

      • Report
        • Title (text): The name of the new report.
        • Expenses (list of objects): Drag in expenses from ‘Create Expense for Report’.
      • Custom Fields 
        • Dynamically generated based on “Policy”.

      Output Fields

      • Report ID (number): The ID for the report.
    • Export Report to PDF

      Exports a report in Expensify.

      Input Fields

      • Report ID (text): The ID. Given when you create a report using ‘Create Report’. It is also listed as ‘ID:’  on the top of tthe page when you click on a report in Expensify.
      • File Name (text): An optional name for the PDF. If left blank, will automatically assign the PDF a random string.
      • Include Full Page Receipts? (T/F)

      Output Fields

      • File Content (file): The PDF of the expense report.
    • List Reports

      Creates a list of expense report IDs created in a certain time frame in Expensify.

      Input Fields

      • Created After (text): Filters out all reports submitted or created after the given date, whichever occurred last (inclusive). YYYY-MM-DD format.
      • Created Before (text): Filters out all reports submitted or created before the given date, whichever occurred last (inclusive). YYYY-MM-DD format.
      • Approved After (text): Filters out all reports approved before, or on that date. This filter is only used against reports that have been approved.
      • Status (text): The status of the report (Example: “Open”, “Processing”, “Approved”, “Reimbursed”, or “Archived”)
      • Limit (text): Numbers accepted.
      • Employee Email (text): Must be a valid email address.

      Output Fields

      • Report IDs (list of text): A list of the report IDs found.