Create expense reports in Expensify from Airtable records

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Apps used in template

Airtable

Expensify

About

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 your own workflow

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

Create Expense Rules

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

Action

Create a Policy

Creates a policy.

Action

Create a Record

Creates a new record in Airtable.

Action

Create a Single Expense

Creates a single expense item.

Action

Create an Expense Report

Creates an expense report.

Action

Delete a Record

Deletes a record by its ID.

Action

Export a Report

Exports expense or report data and downloads it.

Action

Get a Policy

Returns information about the selected policy.

Action

Get a Record

Retrieves a single record by its ID.

Action

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