Archives For Integration

Expensify Xero IntegrationWe’re excited to officially introduce the Expensify Xero Integration! Users from both of our companies have been requesting we sync up and make this happen and now that fantasy is reality.  Log in now to experience Expensify/Xero nirvana!

The integration is powerful, yet simple. Continue Reading…

For today’s outrageously informative blog post, we’ll walk you through how to integrate Expensify with Sage 50 (PeachTree), a leading cloud-based accounting package.  Sage 50 integration is available on the Corporate plan, and you can also reference this post if you’d like to integrate Expensify with other cloud-based accounting software, such as Intacct.

Prerequisites

These basic company setup steps will need to be taken care of before setting up the Sage 50 integration:  Continue Reading…

For today’s Pro-Tips Monday, we’ll walk you through how to integrate Expensify with NetSuite, a leading cloud-based accounting package.  NetSuite integration is available on the Corporate plan, and you can also reference this post if you’d like to integrate Expensify with other cloud-based accounting software, such as Intacct.

Initial Setup

The pre-requisite steps for NetSuite integration are: 1) Sign-up for an account at http://www.expensify.com; 2) Create a company expense policy (directions); and 3) Map your company’s accounting setup (examples).

Creating Your Export Format

Once the pre-requisites are out of the way, you’ll need to decide how your company will export from Expensify into NetSuite.  PAY ATTENTION HERE.  THIS PART IS IMPORTANT.  NetSuite can accept financial information as “vendor bills”.  Which format your company will use depends on your NetSuite implementation.  If you’re unsure which is right for your company, please email us at help@expensify.com.

NetSuite requires the following information on import:

  • Reference Number (unique expense report number)
  • GL Account
  • Location (exact name as found in NetSuite)
  • Amount (decimal number; no comma or symbols)

Optional fields include: Department, Customer/Project and Class (all exact names as they appear in NetSuite), as well as Billable (yes/no).

Configuring Your Export File

After you’ve chosen the appropriate format for your company, you will create an export format that any admin can use when exporting from Expensify to NetSuite.  To do so, visit Settings > Policies > [Policy Name] > Export Formats.  Below is how you’d configure an export file when exporting as vendor bills.

Configuration for exporting as a vendor bill

And you’re done! At the end of your next accounting period, you can choose which reports you’d like to export, and the information will be formatted for direct upload into NetSuite. Let us know if you have any questions!

Update: We have actually created a connection with Bill.com that will allow you to submit to Bill.com as part of your policy. Please check out our Submit to Bill.com help page for more info.

Do you or your company use Bill.com? Have you thought about using it but you wanted to make sure that you could integrate your Expensify account with it? Well good news, you can!

If you don’t know about Bill.com – Bill.com is a great platform to streamline and automate vendor bill payment and customer invoicing. To read more about them, visit their site: http://www.bill.com

Once you have created your company specific Bill.com email address, you will then use that to send your company’s expense reports. When a report has been approved and is ready to send, you will use one of our features in the Reports tab, the ‘share with accountant’ button across the top row:

Screen Shot 2013-06-27 at 11.10.43 AM

Once you click that button, you will then see the option to send this report to your @bill.com email address you have already set up.

The ‘share with accountant’ button will remember the last email address that you used for each policy. So if you have multiple policies, you will only have to enter the email address for each policy once.

If you have any questions, please do not hesitate to email Help@expensify.com, tweet at us: @Expensify or just send us a smoke signal.


Lots of you have PayPal accounts that are used on a regular basis to help run your business. In an effort to help bring more of your needs together in to one spot PayPal has just been added as an option from which to import expenses and purchases. Importing your PayPal account is the same as importing any other credit card or bank account.

Using Expensify to link with a PayPal account to pull in expenses

Log in to your Expensify account and import your PayPal account to bring in all of those expenses automatically. Let us know if it helps simplify your life!

We’ve had a lot of requests for exporting Expensify reports into FreshBooks invoices, so last night Witold and I decided to take on a late night project to whip it up. We were really impressed with the simplicity of the FreshBooks API, so the whole thing went in smoothly in just a couple hours. Accordingly, behold! FreshBooks expense reports exported straight from Expensify!

If you know that that means, take a look at drop me a line to let me know what you think. There’s a couple ways to do it and we’ve opted with the simplest for now; let me know if you’d like the data exported in a different way.

On the other hand, if you don’t know what I’m talking about, it basically means this:

  1. Import your credit card into Expensify, as normal.
  2. Create, submit, and process an Expensify expense report, as normal.
  3. But when done, check out the flashy new Export to FreshBooks button.
  4. Click it and we’ll connect straight to your FreshBooks account, create a new invoice, and attach each of the itemized expenses.

The upshot is it lets you harness the power of Expensify for expense reporting, but combine it with the power of FreshBooks for invoicing. This is particularly handy for contractors with lots of “rebillable” expenses, as you can use Expensify to record those on the road using our suite of mobile apps, manage all the receipts online, export into QuickBooks for tracking, and then export to FreshBooks for invoicing. Pretty slick, eh?

Oh, and how much does it cost? It’s included for free in a standard Expensify account (which is free for individuals and very-small businesses).

And perhaps it’s not worth mentioning but I will, this works with all the standard Expensify features including support for 58 international currencies (with conversion on the day the expense was incurred), hour and mileage tracking, mobile expense logging and receipt scanning, direct import for most debit cards and 94% of US credit cards (and OFX upload for the rest), etc. By itself it’s a pretty small feature, but in conjunction with everything else, I’m hoping it’ll be a huge help for all the contractors who have requested this. Enjoy!

-david
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