Update: MasterCard has successfully resolved the issue with their commercial card systems. We're awaiting file deliveries now. For more information, please visit our status page.

Going to SuiteWorld in Las Vegas April 1-4? So are we! While you're there, you can stop by the Expensify booth in the Expo hall to chat about how the current features work, any questions you may have, or discuss what's next for this integration. We look forward to seeing you there!

Ted Peeters Expensify Success Coach

About

Username
Ted Peeters
Joined
Visits
38
Last Active
Roles
Expensify Customer, Expensify Success Coach
Points
495
Badges
14
Posts
221

Comments

  • Hi , I'm fairly sure there are a few other users on the Community who have made use of a TransferWise account before, but I'll speak to how I believe it should be set-up, and because pictures can speak a thousand words faster than I can I've just in…
  • Hi - sorry for the late reply here. I must have missed this. I'm pretty sure you'll need to create a list for your attendees in order to call that later in the template - so something like this: <#assign attendeeList = ""> <#list expense.attendees…
  • Hi , thanks so much for posting on the Expensify Community. It's great to have you here. There's no way to natively compare year on year mileage, but your Expenses page should allow you to filter by category and date, showing you a total for that ye…
  • Hi @oschlipf - we've fixed this now! So you should be able to use report.employeeCustomField1 and report.employeeCustomField2 instead. Thanks so much for pointing this one out!
  • Hmmm, thanks for pointing this out @oschlipf. We're looking into this right now. In the meantime, could you try using submitterUserID and submitterPayrollID for these? (This is what we used to term those fields before switching them to Custom Fie…
  • Ahhh, @depaulo. I've also just been informed that employeeEmail can be used to filter within the, inputSettings but not within the filters, so our example would be: "inputSettings":{ "type":"combinedReportData", "reportSta…
  • Hi @depaulo, I think I've responded to your query here, but let us know over there if there's anything else we've missed.
  • Hi @depaulo, thanks so much for querying this. I have two main questions/answers for you here. The first is obviously to query whether you've tried the native PSA integration Expensify offers? Secondly, I think it might be worth including the onF…
  • Hi @Srini, there are definitely some sample blocks over on the Integration Documentation pages. Other than that, for where you're calling from, where files are saved and how to script anything to run at a defined interval, that's generally to be …
  • Hi there @BrettW - you might be aware that Expensify is in the process of launching the Approved! Banks partnership scheme. Whilst I can't speak for the connections others are using now that are working for them, we're certainly happy to announce…
  • It looks like Concierge might have answered this for you in your original message to Expensify Support, but I'll reiterate that here for all to see! If these cards are shown in their account settings as "Personal Cards", any transactions that you…
  • Hi @Elise_Marchand19 - thanks so much for posting in the Expensify Community! I'm going to go out there and say this is likely an issue best diagnosed where we can discuss your personal email/account details a little more privately than on a public …
  • Hi @jmclean2 - you certainly can import custom cost centre codes to Expensify, but you'd likely do this as a Policy Tag or Report Field. If you already have a dropdown in your expense editing view called "transaction type", it's likely this is al…
  • Hi there @Tracyh, you'll need separate policies connected to your individual NetSuite Subsidiaries to accomplish this. You should then simply split your imported expense and report the two splits on the policies linked to each subsidiary.
  • Hi @cainturner, please reach out to conci[email protected] and confirm how many employees typically submit expenses each month at your company, as well as letting us know if you have company cards with a certain bank and name your current accountin…
  • Hi @Jon_Foulkes, whilst there is no way to prevent only Non-Reimbursable transactions from exporting to Xero, you can export your imported cards to individual GL accounts so these are easily reconcilable in Xero. The only other way to go about th…
  • Hi @Bjohnson01, thanks for posting on the Expensify Community. If you're having trouble, our support team and Concierge is always available to help, otherwise, if you're running into something specific that you think the Community could help out wit…
  • Hi @johnsalomon - regarding the two fields you have outlined there, would it make sense to use the Expense Description field for the "supplier's VAT number"? Regarding the "Unique custom expense code", would this be unique to each expense? If you…
  • Hi @dccairns, Expensify will be able to pull in the last 30-90 days based on your bank's discretion when you first connect an account/card. Any historical expenses beyond the date range allowed by your bank would need to be imported using spreadshee…
  • Hi @Yannick - we've actually covered this in the Community here before. Follow the instructions there and we'll get you sorted!
  • Hi @Tomás - are you saying you'd like to see notifications of every user on your Policy's report approval's, regardless of whether you were involved in the approval at all? Currently, you'll only be notified about reports that actually need actio…
  • If you're just using the Individual policy in tandem with the Monthly Subscription, that'll cost you only USD: $4.99 (or GBP: £3.99/AUD: A$6.99 depending on your locale). You can sign up for that via your Settings > Policies > Individual &g…
    in Cost Comment by Ted Peeters February 15
  • Hi @hpontius - whilst marking expenses as "Billable" isn't the same as adding a Category to an expense in Expensify, you can create Invoices of only those Billable expenses on an expense report if you'd like to bill those back to a specific customer…
  • Hiya @LB18 - you can see a list of Expensify's direct integrations here and whilst JDE Enterprise One isn't listed there, it's still possible you can integrate via a CSV export or via the API.
  • Hi @Coco - that's a great question! When you use Expensify's rapid reimbursement, each payment will be linked to the report that is reimbursed. So, in your example; even if you reimburse 10 reports of $100 each on the same day, you'll still see 1…
  • Hi there @dianagan, I think another user, @Jeromy on the Community previously figured this out for you here. You'll want it to look something like this: {"actionName":"sftpUpload","sftpData { "host":"xxx", "login":"xxx", "password":"xxx", "po…
  • Okay @psheld - thanks so much for trying! If possible, we'll need to get into this in a bit more detail, where we can discuss specifics about these receipts. Would you mind reaching out to [email protected] and we'll get this raised with our e…