Expensify
App · Accounting & Finance · 4 actions
Automate expense reports and policy management in Expensify.
Actions
| Action | What it does |
|---|---|
| Create Expensify policy | Create a new Expensify workspace/policy. |
| Export expense reports | Export expense reports from Expensify with flexible filters. |
| List Expensify policies | List all policies (workspaces) your Expensify account has access to. |
| Mark reports as reimbursed | Mark reports as reimbursed. |
Create Expensify policy
Create a new Expensify workspace/policy.
Inputs
- Policy name
policy_nametextRequired - Name for the new workspace/policy.
Outputs
policyIDtext- ID of the created policy. Use as policy_id in export_reports.
Example output
{
"policyID": "NEW123POLICY"
}Export expense reports
Export expense reports from Expensify with flexible filters. Each report includes its expenses, with amounts in dollars (not cents).
Inputs
- Start date
start_datetext - Start date for the export range (YYYY-MM-DD). Required unless you provide a list of report IDs.
- End date
end_datetext - End date for the export range (YYYY-MM-DD). Date range cannot exceed one year.
- Report ID list
report_id_listtext - 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 status
report_statetext - Optional. Only include reports with this status.One of:
OPEN(Open (draft)),SUBMITTED(Submitted (awaiting approval)),APPROVED,REIMBURSED,ARCHIVED(Archived / closed). - Policy ID
policy_idtext - Only include reports from this policy (workspace). You can get the ID from the 'List Expensify policies' or 'Create Expensify policy' actions.
- Limit
limitnumber - Maximum number of reports to export.
Outputs
Array of exported report objects with nested expenses.
Example output
[
{
"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.
Inputs
- Admin only
admin_onlytrue/false - Set to true to only include policies where you are an admin.Default:
false.
Outputs
Array of policy summary objects.
Example output
[
{
"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.
Inputs
- Report ID list
report_id_listtext - 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
start_datetext - Start date filter (YYYY-MM-DD). Required unless you provide a list of report IDs.
- End date
end_datetext - End date filter (YYYY-MM-DD).
- Payment source
payment_sourcetext - Optional description of the payment source (1-100 characters).
Outputs
reportIDsUpdatedlist- List of report IDs that were successfully marked as reimbursed.
Example output
{
"reportIDsUpdated": [
"R00abc123",
"R00def456"
]
}