Expense Category Settings of Expensify in the Integration Hub

Expense Category Settings of Expensify in the Integration Hub

Configure the Expense Category Settings tab in the Expensify Settings window. Click on Retrieve Expense Category to map SAP B1 Expense Types to Expensify Categories. 

 

Note

The Expense Type Setup in SAP Business One must be created prior to clicking on the Retrieve Expense Category button. 

Note

1. In the Expense Types setup within SAP Business One, the Paid by Company checkbox is deselected for expenses that are mapped to Expensify Categories in the Expensify Settings. If the Paid by Company checkbox is already selected for expenses mapped to Expensify Categories in the Expensify settings, it will be automatically deselected once the add-on is connected.

2. It is recommended to map the Single Expensify Category to the Single Expense Type of SAP Business One.
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