Deep Dive: How the NexTravel integration works with Expensify
How it Works
When an employee makes a booking in NexTravel, we automatically import the receipt from the booking into both the traveler's and the cardholder's accounts in Expensify. If the traveler and the cardholder are the same, we import a receipt into that individual's account.
If the cardholder also has their credit card connected in Expensify, the NexTravel receipt will automatically merge with the associated credit card transaction.
- If the card transaction is reimbursable, the merged expense will be reimbursable.
- If the card transaction is non-reimbursable, the merged expense will be non-reimbursable.
The receipt imported into the traveler's profile will be read-only and will not be listed as reimbursable (as shown below).
In addition to automatic receipt import, the Expensify/NexTravel integration also makes trip information available in the Trips tab of the traveler's mobile app.
Changes and Cancellations
If a change or cancellation occurs in NexTravel, this also syncs with Expensify. If there is a change, Expensify will import the new receipt into the cardholder's account and stamp "CHANGED" on the old receipt. Again, this receipt will also automatically merge with the respective credit card transaction associated with the change, if it exists in the user's account.
If there is a cancellation in NexTravel, Expensify will import the new receipt into the cardholder's account and stamp "CANCELLED" on the old receipt. This receipt will then merge with the respective credit card transaction associated with the change if it exists in the user's account.
For the traveler, in the case of a change or a cancellation, Expensify will import the new read-only receipt into that individual's account.
Auto-select your Expensify tags in NexTravel
Expensify now automatically applies Custom Fields selections from NexTravel to expenses in Expensify.
To set this up in NexTravel you’ll need to add your Custom Fields under Reports > Add Reports Field:
You’ll want to make sure these match the Tags you’ve added in Expensify in the Tags section:
Once this is set up, when you are booking your travel in NexTravel you will have an option to select the Custom Fields. You’ll make your booking in NexTravel and the expense will arrive in Expensify with its fields auto-selected: