How do I find someone who could write an API for me?
I need an API to extract Category settings for each policy. I can see from https://integrations.expensify.com/Integration-Server/doc/#policy-getter that it appears to be possible but I do not have experience with writing APIs.
Answers
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@Greg_Andrew At this time, the API is self-service, so you'd need to look around to see if you can find a business systems specialist who could help you build it. But, that said, why are you trying to do this? Maybe there's another solution that we could consider!
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@Jeremy Boniface We are a Church and track expenses either by Community (location) or by Ministry (Care Team, Creative Team etc). We use Xero for our GL and use these two tracks for reporting.
We have a separate policy for each user. Within each track, the Categories vary with the person's role. Expensify then gives us the flexibility to restrict the Categories for each role in a specific Ministry or Community. My problem is then to ensure, for example, that similar roles for each Community have access to the same basic Categories plus any specific to their Community for example. I am looking to produce a report that lists each policy and the Categories that are enabled for them so that I can compare the lists for each role type to ensure consistency (particularly as new accounts are added in Xero). At present I either dump a chart of accounts out of Xero and then in Excel manually put a check mark in each column (a column for each policy) or I take multiple screenshots of the Category listing for each policy and manually compare them. There has to be a better way!!!
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Hm, so instead of having a policy per user, I might suggest having a policy per role. Would that be a possibility? I think this would be easier to manage. If not, I actually want to take a look at your setup -- could you reach out to [email protected], so I can review your account?
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@Jeremy Boniface We did look at using a policy by role but chose not to so that we could restrict the tracks as well as the categories. For example, in Community there would be a Pastor role but we wanted to restrict their ability to only select their community. If we did a policy by role, that would not be possible.
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Got it. Interesting. I still think I should take a look at your setup to make sure I understand -- do you mind reaching out to [email protected] for this? Regarding getting help finding an API specialist -- this isn't within my wheelhouse, unfortunately. You'd need to hire a technical consultant, most likely.
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Thanks @Jeremy Boniface. I have emailed concierge so you should be able to get access from there.
