I know today is Tuesday, but we decided to give you Memorial Day off from Pro-Tips. Today we’ll be talking about how to integrate Expensify and your payroll software. This functionality is available to users on the Corporate plan. For this post we will be using the payroll software ADP as our example.
For a basic setup, there are 4 pieces of information that you will need to find in ADP and provide to Expensify. They are:
- Company Code – See “Edit Company” page in ADP
- Batch ID – Found in “Edit Company”
- File # – Employee number in ADP
- Earnings 3 Code – See “Edit Profit Center Group” page
These are the pieces of information that Expensify will export into a custom CSV file. That file can then be imported directly into ADP.
Once you have obtained this information, open up your policy settings. The first thing you will want to do is check the box for “Advanced Accounting Export” in the Basics section of your policy.
Then, add your Earnings 3 Codes to the to the corresponding payroll accounts. You will do this in the Categories section in the column titled “Payroll Code”.
Next, add your File #’s in the People section. You will do this in the column titled “Payroll ID”.
Lastly, create your payroll export format in the Export Formats section of the policy.
That’s it! Once this is done you will be able to choose to export expense reports to a spreadsheet which will be formatted according to your settings. That spreadsheet can then be uploaded directly into your payroll package. For a more robust description of this process, please visit our Payroll Integration help page.