The Expensify expense integration with TripActions is as simple as one click. Follow the steps below.
- Navigate to the Integrations tab.
- Click Enable next to Expensify under the Expense Connections section.
Once the Expensify integration is enabled in the Integrations section, an Edit and Disable button will be displayed in place of the previously displayed Enable button.
How to Forward Company Card Expenses to Specific Accounts in Expensify
The Edit button will display a window where an Admin can configure the Expensify expense integration to forward all expenses from a company card set in the Company Settings tab or set in a user’s profile to a specific email in their Expensify account.