Manages Expense, Report and Policy in Expensify
Automat expense, reporting, and policy processes in Expensify
Top Benefits
- Easy management of daily expenses in Expensify.
- Improves team productivity by reducing time spent on manual data entry of daily expenses.
- Speeds up execution of data entry through automation available 24/7.
- Improves service quality and consistency by reducing human error.
Tasks
- Add bulk expenses to user's Expensify account
- Create a report in the user's Expensify account
- Export report to user through email
- Update report status from closed/approved to reimbursed in the user's Expensify account
- Create, read, or update policies.
Performs create operations for expense reports in Expensify.
Change the status of reports from closed/approved to reimbursed.
Export generated reports by file and via email.
Create, read, and update policies.
Use cases:
- Add bulk expenses to user's Expensify account.
- Create a report in the user's Expensify account.
- Export report to the recipient mails.
- Update report status from closed/approved to reimbursed in the user's Expensify account.
Inputs:
- ExpensifyCredentials (for authentication): partnerUserId, partnerUserSecret, employeeMail(stored in credential vault).
- Input for all operations: CSV file
Output:
- Returns the appropriate message when creating expenses/create report/update report status are called.
- Sends the generated report to the recipient email when the export report action is called.
Refer to the read-me file for detailed information about each operation.
$1000 USD per bot
Annual Subscription
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Finance & Accounting
- Category
- Banking and Financial Services
- Downloads
- 16
- Vendor
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Automation Anywhere Enterprise v11.3 or above.
- An Expensify Account.
- Input Excel Spreadsheet / CSV.