Adding additional fields in an expense report
We are planning to integrate Expensify with a travel booking system such as TripActions or TravelPerk. I was wondering if we would be able to pull the to/from destination from the travel system into Expensify. Would it be possible to create a custom attribute on Expensify?
Answers
-
Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 133 Expensify Team -
I'm not seeing any information on the link you provided
-
Hi @garyp
I apologise! I think my colleague above meant you "can" connect to TripActions. I am not sure on exactly what you mean by create a custom attribute on Expensify. Can you elaborate on this for me please?
The steps required to book travel via TripActions and pull that information into Expensify are as follows:
- From the "Trips" dashboard in TravelPerk, click "Create Trip".
- Give your trip a unique name, then book your flights and hotels.
- Review your itinerary and click "Confirm Payment," and your TravelPerk invoice and itinerary will automatically populate in Expensify!
Thank you.
-
Hi @Zany Renney my question would be what data is being pulled from TravelPerk? What we're hoping to access it the cost center/tags/to and from destinations, however, we don't have a field/attribute for that in Expensify
