Integrate Expensify with TravelPerk

• You need a Pro or Premium account on TravelPerk to use this feature
• Only Admins can use this feature

Expensify is a payment super app that helps businesses worldwide simplify their money management by providing full visibility on total trip expenses and reporting. 

The Expensify integration

The Expensify integration automatically gathers travel expense data and invoices from TravelPerk as soon as you book a trip. 

The integration lets you decide which payment profiles send expenses to Expensify and who receives the expense. You can also exclude personal payment profiles if you don't want them sent to the user's Expensify account. 

1. A booking is made on TravelPerk.
2. The Expensify integration forwards all the trip costs to receipts@expensify.com.
3. A new expense is instantly created for the select reciever in their Expensify inbox, with all information pre-filled to add it to the Expensify report.
4. You can add your out-of-pocket expenses to the report on Expensify. 

Note: Depending on your invoice profile billing cycle, instant, bi-weekly or monthly, you might receive expenses before an invoice has been generated. 

Enable the Expensify integration

You need to be an Admin on TravelPerk to enable the integration. 

Note:  The Admin who enables the integration needs to remain an active Admin for the integration to continue working.

To enable the Expensify integration, follow these steps:

1. Go to Account Settings and select Integrations
2. Find the Expensify integration and click Set up
   
3. Click Enable
4. Log in to your account and authorize TravelPerk to have access to your Expensify account
5. Go back to the Expensify integration and click Manage, then select the Settings tab
6. Next to Payment profiles click Edit, select the Payment profile and select who will receive expenses for the Payment profile - if you are using a shared card, select Payment profile contact, so the Booker doesn't receive all expenses.
7. Click Add payment profile to do the same for other profiles
8. Tick the box if you want expenses on personal payment profiles to be forwarded to their Expensify account
9. Click Save settings

Note: Make sure all employees use the same email address in TravelPerk and Expensify, so expenses can be associated automatically.

Disable the Expensify integration

Admins can disable the Expensify integration by following these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Expensify integration and click Manage
4. Click Disable 

Troubleshooting

If you receive an email from Expensify with the error message Receipt upload problem, this usually happens when you set all bookings to sync with Expensify, but one of your travelers doesn't have an Expensify account. 

This also happens if the traveler's email is not the same on TravelPerk and Expensify.