Expensify software takes the time, paper and headaches out of expense reporting for companies of all sizes with its industry-leading app and patented SmartScan technology.
When you integrate Expensify with Zenefits, you can use the integration to:
Automatically invite people to an Expensify policy.
Remove people from policy on their termination date.
Import and update managers for approval workflows.
Setting up the Expensify integration
You can set up your Expensify integration by selecting the Add an App option on the main dashboard and then selecting Expensify from the list.
You'll need to have administrator permissions on the Expensify account you want to link in order to set up the integration.
You'll also need to grant permission within Expensify for Zenefits to share the following information:
- Employees' bank information
- Basic company information
- Company departments
- Company locations
- Employees' basic information
- Employees' work departments
- Employees' work email addresses
- Employees' work locations
After you've granted these permissions, you'll be taken to the Expensify
site to complete the setup process
. Once the setup is completed, the green Connected
icon will appear under the app's
Using the Expensify integration
Once Expensify and Zenefits are synced, the Expensify app will show up in your main administrator dashboard. You can use it by clicking it and then selecting Manage in Expensify. In the integration, you'll be able to see which employees are synced in Expensify, manage them in Expensify through the Manage in Expensify option, or disconnect Expensify from Zenefits through the Disconnect option.