General Settings of Expensify in the Integration Hub

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 Expensify Settings window contains the following fields:

Field Name

Description

Posting Expenses As

Select Draft A/P Invoice

Select Draft A/P Invoice if draft invoice document is required to be created. Select Firm A/P Invoice if invoice document is required to be added directly.  

Default Freight for Tax 

Select a freight component for the tax component.

The selected freight component is used to integrate the expense tax amount from Expensify to SAP Business One

Exempt Tax Code

Select a tax code from the list of tax codes.

The selected tax code is used in all expenses integrated from Expensify to SAP Business One. The selected tax code must be of zero rate.

Default Branch for Document

Select the branch that will be used while adding document from Expensify to SAP Business One. 

Note

        This field is relevant for the multi-branch function.



Next Step: Expense Category Settings of Expensify in the Integration Hub

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