Expensify Acumatica Integration

Expensify Acumatica Integration

Are you looking for an Expensify Acumatica integration solution to automatically create expense reports and journal entries in your Acumatica system when an expense workflow has been completed in the Expensify expense management software? Or are you looking to streamline employee expenses workflow processes by removing repetitive data entry and human errors?

Codeless Platforms’ Expensify Acumatica integration solution provides you with automated expense processes, including expense invoices, reports and journal entries, to enable you to improve employee expense workflow by removing repetitive data entry tasks and associated human errors.

Expensify Acumatica Integration Brochure

Discover how integrating Expensify with Acumatica will help increase visibility into company expenditure.

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Expensify Acumatica Integration Scenarios and Benefits

Codeless Platforms’ Expensify integration solution automates the creation of expense invoices in Acumatica so that you can streamline expenses workflow processes and reduce employee workloads.

Acumatica Expensify Integration Scenarios

• Approve expense reports in Expensify and see these entered into Acumatica as GL journal entries within minutes; one journal entry per expense report
• One journal detail for each expense on the report, each debiting the amount to be reimbursed from the appropriate GL account, as determined by the configuration of Expensify and of the BPA Platform integration
• Expense reports and attached receipts downloaded as PDF documents and saved to your server
• One additional journal detail (without GL analysis) crediting the balance of the report to a clearing account, for subsequent payment (payment not automated by BPA Platform)
• GL analysis entered for each journal detail, based on the ‘tags’ assigned to each expense by the Expensify user, as determined by the configuration of Expensify and of the BPA Platform integration
• Optionally automate posting of journal entry to permanent ledger after data entry
• Set ‘Reimbursed’ flag visible to the Expensify user on their expense report after their approved claim has been entered into Acumatica, for peace of mind

Expensify and Acumatica Integration Benefits

• Remove repetitive data entry and human errors
• Increase visibility into company expenditure
• Streamline employee expense workflows
• Reduce operational costs
• Improve efficiency and profits