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.

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Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
15
Vendor
Automation Type
Bot
Last Updated
November 25, 2020
First Published
October 16, 2019
Enterprise Version
11.3.3
ReadMe
ReadMe
End User License Agreement
EULA
Support

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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.