Set Up Expensify Integration

Rillet can integrate with Expensify to automatically create credit card charges and reimbursements in your accounting records. In this article we will walkthrough the steps to set up Expensify for syncing with Rillet.

Create Fields and Categories in Expensify

Categories

Categories are typically used in place of GL Account in Expensify. To modify and create categories, navigate to Expensify Settings > Workspaces, select the policy > Categories.

Fields

Fields in Expensify are useful for creating Departments or other custom information.

To create a new fields in Create Fields: Settings > Workspaces, select the related policy > Reports. At the bottom of the Reports tab, go to Add New Field

You can name the field anything, but you must select Type = Dropdown to be compatible with Rillet. Text and Date Field information will not be synced into Rillet.

Fields can only be created once you have disconnected Expensify from previous ERP integrations

Connect Expensify

In Rillet, navigate to Organization Settings > Integrations > Expensify

Click Connect. You will then be prompted to input the integration keys and start date

You can access your User ID and user secret in Expensify here on their Integration server page.

Once you have input the required information, Click Connect.

Mapping Expensify

There are a few steps to complete the mapping of Expensify Categories and Fields into Rillet.

General

• Sync data from - This is the date the you'd like expenses to start syncing into Rillet

• Charges Liability Account - This is typically an Expensify Clearing Account or a Credit Card Payable Account. Charges will be shown in this liability account until they are matched with the credit card bank feeds.

• Reimbursement Liability Account - This is typically an Employee Reimbursement Payable Account to track any unpaid reimbursements.

  

Department Mapping (optional)

This step is optional, but needed if you'd like to sync Department information directly from Expensify.

On the left side will be the Expensify Policies and the Expensify Field information which will be mapped to the related Rillet Fields and values.

This mapping needs to be completed for each policy because Policies have separate Field sets in Expensify

Category Mapping

In the next step, you will mapping the Expensify categories (left) with the Rillet GL accounts (right). You can select the default account per policy and then make overrides for only the account which should be different.

Additional Field Mapping (optional)

In the final option step, you can choose to map additional custom Expensify fields into Rillet. This is common to be used if you'd like to track event expenses, project codes, or any other tags.

If you do not want to use this, you can leave this blank (shown below) and press Save

Once you've completed these steps, you'll need to press Save and your expensify integration is now set up and ready to sync!