AP Import Expenses from Expensify window

AccountsPayableCS > Accounts Payable > Accounts Payable Bill Tasks menu > AP Import Expenses from Expensify window

Use this window to import your expenses from Expensify. You must set up Expensify integration before you can import.

Set Up Defaults

The two buttons in this section of the window allow you to set up default vendors for your expense submitters and the expense merchants. We recommend you set these up before you import expenses because each expense must have an attached vendor before you can generate transactions.

Set Up Submitters

Click this button to open the Set Up Submitters window.

Set Up Merchants

Click this button to open the Set Up Merchants window.

Import Expenses

Use this section of the window to filter the expense reports you want to import from Expensify. Expenses that have already been imported will not import.

Start and End: Expense Date, Submitted Date

Choose whether you want to import expenses based on the Expense Date or the Submitted Date and enter the date range you want to import.

Expense Report

From the drop-down choose the expense report you want to import, or select All to import all expense reports.

Import Expenses

Click this button to import expenses and open the Import Expenses window.