Expensify is a payment super app that helps businesses worldwide simplify their money management by providing full visibility on total trip expenses and reporting. 

The Expensify integration

The Expensify integration automatically gathers travel expense data and invoices from Perk as soon as you book a trip. 

The integration lets you decide which payment profiles send expenses to Expensify and who receives the expense. You can exclude personal payment profiles if you don’t want them sent to the person’s Expensify account. 

• Whenever a booking is made on Perk, the integration forwards all the trip costs to receipts@expensify.com.
• A new expense is instantly created for the select receiver in their Expensify inbox, with all information pre-filled to add it to the Expensify report.
• You can add your out-of-pocket expenses to the report on Expensify. 

Note: Depending on your invoice profile billing cycle, instant, bi-weekly, or monthly, you might receive expenses before an invoice has been generated. 

Enable the Expensify integration

You need to be an account admin on Perk to enable the integration. 

The admin who enables the integration must remain an active admin for the integration to continue working.

1. Go to Settings > Integrations.
2. Find the Expensify integration and click Set up.
   
   
    
3. Click Enable.
4. Log in to your account and authorize Perk to have access to your Expensify account.
5. Return to the Expensify integration and click Manage, then select the Settings tab.
6. Next to Payment profiles, click Edit, select the Payment profile, and select who will receive expenses for that Payment profile. If you use a shared card, select Payment profile contact, so the booker doesn’t receive all expenses.
7. To do the same for other profiles, click Add payment profile.
8. Tick the box if you want expenses on personal payment profiles to be forwarded to their Expensify account.
9. Click Save settings.

Tip: To make matching transactions easier, ensure all employees use the same email address in Perk and Expensify. 

Disable the Expensify integration

Account admins can disable the Expensify integration by following the instructions on Manage integrations. 

Troubleshooting

If you receive an email from Expensify with the error message Receipt upload problem, this usually happens when you have set all bookings to sync with Expensify, but one of your employees doesn’t have an Expensify account. 

This also occurs if the employee's email is different on Perk and Expensify.