Expensify integration with SAP Business One
Expensify is a cloud-based business accounting system designed to manage expenses and transactions using real-time data processing. Expensify automates the receipt and expense management process.
Caution
Expensify integration with SAP Business One is supported for the Collect and Control group policies.
Expensify Report Currency of Policy Group must match with SAP B1 local currency.
You can learn the following aspects of Expensify integration with SAP Business One using the integration Hub:
Next Step: Setting Up Expensify in the Integration Hub
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Setup in SAP Business One for Expensify in the Integration Hub
In the SAP Business One Main Menu, choose Administration → Integration Hub → Application Deployment Status. The Deployment Status field should display 'Active', indicating that the feature is deployed in the Integration Hub. If the status displays ...Using Expensify in the Integration Hub
The Expense data integration is unidirectional (in other words, from Expensify to SAP Business One). On creation of an expense under a category in Expensify, the expense selected in Expensify integrates as A/P Invoice (service) in SAP Business One. ...Synchronization of Expensify in the Integration Hub
The following two methods are available for synchronizing data between SAP Business One and Expensify: Manual Synchronization If you want integrations to be performed immediately (instead of waiting for the SCHEDULER services run), choose the Sync ...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 ...General Settings of Expensify in the Integration Hub
On the Main Menu go to Administration → Integration Hub → Expensify Settings to configure the required Expensify Settings. Configure the general settings in the General Settings tab in Expensify Settings window. The General Settings tab of ...