If a company turns on the Expensify expense integration, this replaces the need for their travelers to manually email their travel receipts (booked through TripActions) to email@example.com.
Each user of a company that has enabled the Expensify expense integration has the ability to Expense individual bookings from the Trips tab.
Once the Expense button is clicked, a pop-up message box will appear giving the user a chance to either go back or continue to Submit Expense to the Expensify account associated with the mentioned email address.
Once submitted, the Expense button reappears as Submitted and will be greyed to signify that the booking invoice/receipt was sent to the user's Expensify account.
When an expense is submitted to the user's Expensify account, the user can go to the Expensify platform, log in to their account, and view their submitted expenses in their Expenses tab. From the Expensify platform, users can decide how they want to manage their submitted expenses; whether that be merging their expenses, creating a report from their expenses, or any other options the Expensify platform supports.
Reports view of the Expensify receipt below:
Company Card Expense Forwarding
If a company has configured its Expensify expense integration so that bookings made with a company credit card that are expensed go to a centralized company email address, the expenses will be viewable in Expensify by the company's finance team (or whoever has access to the shared email Expensify account).
For instance, if all bookings made with a company credit card that are expensed were configured to be sent to the Expensify account associated with the email address, "firstname.lastname@example.org", finance could log in to the Expensify account associated with that email address in order to view all submitted expenses.
Once finance logs into the Expensify account associated with the centralized email address, the expense(s) will look like the examples above.