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Create expense reports in Expensify from Airtable records

Create expense reports in Expensify from Airtable records

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Export records from your Airtable in your Expensify making expense reports out of them. In order for this scenario to work your table has to look like this

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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Expensify
Create Expense Rules

Creates expense rules for a given employee on a given policy.

Action
Expensify
Create a Policy

Creates a policy.

Action
Airtable
Create a Record

Creates a new record in Airtable.

Action
Expensify
Create a Single Expense

Creates a single expense item.

Action
Expensify
Create an Expense Report

Creates an expense report.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action
Expensify
Export a Report

Exports expense or report data and downloads it.

Action
Expensify
Get a Policy

Returns information about the selected policy.

Action
Airtable
Get a Record

Retrieves a single record by its ID.

Action

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