Expensify
API actions for the Expensify integration.
Expensify
Automate expense reports and policy management in Expensify.
Create Expensify policy
Create a new Expensify workspace/policy.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
policy_name | string | Yes | Name for the new workspace/policy. |
Response
{
"policyID": "NEW123POLICY"
}Export expense reports
Export expense reports from Expensify with flexible filters. Each report includes its expenses, with amounts in dollars (not cents).
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
start_date | string | No | Start date for the export range (YYYY-MM-DD). Required unless you provide a list of report IDs. |
end_date | string | No | End date for the export range (YYYY-MM-DD). Date range cannot exceed one year. |
report_id_list | string | No | Report IDs to export, separated by commas. Required unless you provide a start date. You can find report IDs in the results of an earlier 'Export expense reports' action. |
report_state | string | No | Optional. Only include reports with this status. |
policy_id | string | No | Only include reports from this policy (workspace). You can get the ID from the 'List Expensify policies' or 'Create Expensify policy' actions. |
limit | number | No | Maximum number of reports to export. |
Response
[
{
"currency": "USD",
"expenses": [
{
"amount": 350.0,
"category": "Travel",
"date": "2024-03-15",
"merchant": "Delta Airlines",
"transactionID": "T001"
}
],
"policyName": "Default Policy",
"reportID": "R00abc123",
"reportName": "March Travel",
"status": "Approved",
"submitter": "user@example.com",
"total": 450.75
}
]List Expensify policies
List all policies (workspaces) your Expensify account has access to.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
admin_only | boolean | No | Set to true to only include policies where you are an admin. |
Response
[
{
"id": "ABC123DEF456",
"name": "Engineering Team",
"role": "admin",
"type": "corporate"
}
]Mark reports as reimbursed
Mark reports as reimbursed. Only Approved reports will be updated; others are skipped. You can get report IDs from the 'Export expense reports' action.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
report_id_list | string | No | Report IDs to mark as reimbursed, separated by commas. Required unless you provide a start date. You can get report IDs from the 'Export expense reports' action. |
start_date | string | No | Start date filter (YYYY-MM-DD). Required unless you provide a list of report IDs. |
end_date | string | No | End date filter (YYYY-MM-DD). |
payment_source | string | No | Optional description of the payment source (1-100 characters). |
Response
{
"reportIDsUpdated": [
"R00abc123",
"R00def456"
]
}