Setting Up Integration to Expensify

AccountsPayableGuide > Accounts Payable > Setting Up the Accounts Payable Module > Options and Preferences in Accounts Payable > Setting Up Integration to Expensify

Setting Up Submitters

Setting Up Merchants

With Expensify, you can import your approved expenses directly into Denali and generate AP Enter Bills transactions.

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.

Click thumbnail for larger view of image.

3 In the External Billing Setup window, leave the External Billing Type drop-down set to Expensify, and 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.

Click thumbnail for larger view of image.

4 Click the Test Connection to Expensify button to make sure you established a connection.

5 When your connection is successful, click OK.