Expensify connector for SAP Business One
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 ...
Alert Notification of Expensify in the Integration Hub
Configure the Alert Notification Settings tab in Expensify Settings window. Select the User name from the list for A/P Invoice notification and check the check-box for system Alert. Next Step: Synchronization 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 ...
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 ...
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 ...
Step 2 – Deployment of Expensify in the Integration Hub
To deploy the solution, choose the Deploy Now button. The application prompts you to provide the license details. For more information, refer to the Assigning the Integration Hub licenses knowledge article The Integration Hub displays the Deployment ...
Step 1 – Set Connectivity of Expensify in the Integration Hub
Choose the SAP Business One SLD to provide the connection between SAP Business One System Id and Expensify Id. Note By default, the solution displays all the SAP Business One SLDs available in SLD Category selected during customer creation. To ...
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 ...
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 ...