Expensify Reimbursements & Charges

In this article we will review the Expensify data workflow. For guidance on setting up your Expensify Integration, please see this article:

📄 Set Up Expensify Integration

Expensify Charges Sync

Once a credit card charge has been added to the report and the report is in an Approved state, Rillet will sync in the related transaction as a Charge. All Charges can be viewed in Rillet by going to Accounts Payable > Charges.

Charge in Expensify Report view

Charge in Rillet

By default a charge will be imported as Unpaid. Once a charge has been imported, you can match the Charge with the related credit card transaction in the Rillet Bank Feed.

Expensify Reimbursements

Once a reimbursement has been added to the report and the report is in an Approved or Reimbursed state, Rillet will sync in the related transaction as a Reimbursement. All Charges can be viewed in Rillet by going to Accounts Payable > Charges.

Reimbursement Expense in Expensify

Reimbursement in Rillet

By default a reimbursement will be imported as Unpaid. Once a reimbursement has been imported, you can match the Charge with the related payor in the Rillet Bank Feed.

FAQ

• What if the vendor does not already exist in Rillet?

  • If the Expensify vendor does not already exist, Rillet will automatically create a new vendor.

• How can I see what Expenses have been synced?

  • You can quickly view which reports have been exported, in the Reviews listing view in Expensify.

    
• When are transactions synced?

  • Transactions will only sync in once they are on a Report which is Approved or Reimbursed

• How often do transaction sync?

  • Rillet will sync new approved or reimbursed reports every 1 hour.