FinanceLive
Expensify
Retrieve policies and export expense reports through the Expensify Integration Server.
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- 3
- actions
Integrations
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Operations this integration can perform.
List Expensify policies
List policies accessible to the connected Expensify account. Call this first to obtain real policy IDs for later requests.
Get Expensify policy
Retrieve policy details using real policy IDs returned by expensify_list_policies.
Export Expensify reports
Export confirmed expense reports through an Expensify file job. Use real report or policy IDs and an explicit date range; the template controls the returned file format.
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