Integrating Denali with Expensify
To integrate Denali with Expensify, you need to enter the required connection information in the Expensify Setup window.
To set up integration with Expensify:
1 In Accounts Payable, click Options > Set Up Module Preferences from the left navigation pane. The Module Preferences window will open.
2 On the General tab, click the Set Up External Billing Integration button.
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3 In the External Billing Setup window, enter your User ID, User Secret, and next invoice number.
You should receive your User ID and User Secret when you activate your account with Expensify.
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4 Click the Test Connection to Expensify button to make sure you established a connection.
5 When your connection is successful, click OK.
Published date: 10/11/2021