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 |
Next Step: Expense Category Settings of Expensify in the Integration Hub
Related Articles
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 ...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 ...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 ...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 ...Setting Up Expensify in the Integration Hub
The following are the steps to setup Expensify in Administration Console: Add New Customer. Refer to Add New Customer knowledge article. Select the Expensify template to integrate. Upon selecting the template, a message “Let’s Start” prompts to ...