If you’re running Microsoft Dynamics and you’ve been looking for more automation with Expensify than our custom indirect integration templates, you’ll be pleased to hear that we’ve partnered with Stoneridge Software to automate the workflow between Expensify and Dynamics 365, NAV, and AX.
At its simplest, the connector automatically pulls Approved expense reports into Dynamics 365 for reporting and reconciliation and Admins can also import their accounts from Dynamics 365 so employees can record expenses appropriately.
If you’re new to Expensify, the first step to use the connector is to make sure you’ve successfully set up your company policy in Expensify. Then, instead of connecting with our custom indirect integration template for Dynamics from the Policy > Connections view, head over to the Microsoft AppSource Marketplace and get the Expensify for Dynamics 365 app. Once you’ve got this, it’s a small run through Stoneridge Software’s great how-to and you’re good to go!
Does your company use Dynamics NAV or NAV 2012 R3?
If so, Stoneridge Software can help automate workflows between Expensify and these systems with their connectors. Fill out the contact form on the Stoneridge website to learn more.
They will allow me to do a .CSV export, but I cannot get it to import
Congratulations to Tyler Zollinger (@tylerzoll) of the Idaho Farm Bureau Federation for being named the 2018 Expensify Champion at ExpensiCon! His countless contributions to the Expensify Community and dedication to spreading the goodness of automated expense reporting are truly inspiring!
David Barrett and Tyler Zollinger soaking up the sun in beautiful Bora Bora
We'd also love to give a shout out to @Daveweez and @Aussiebandit, two fantastic Community members who, along with @tylerzoll, make our Community a helpful, kind and generous place.
Three Expensify Community greats, enjoying their trip to Expensicon II!
Thanks again you three!