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Expensify is a software product that provides expense management capabilities to businesses and consumers. In addition to the core expense management capabilities, Expensify provides the following benefits:
  • One-click receipt scanning - Snap a photo of your receipt and Expensify will automatically capture all the details in an expense report.
  • Credit Card Import - Import your personal and business card transactions for automatic receipt merging and coding.
  • Multi-Level Approval Workflows - Create approval workflows to fit your company’s structure and customize your expense policy rules to flag expenses that need a manager’s review.
  • Corporate Card Reconciliation - Confirm statement amounts, review unsubmitted expenses, and manage corporate spend.
  • Multi-Level Coding - Import GL codes from your accounting package to tag expenses with multiple levels of detail.
  • Audit and Compliance - Detect duplicate receipts automatically, ensure accurate exchange rates, and confirm the validity of each transaction.
  • Delegated Access - Allow your colleagues to create, submit, or approve reports on your behalf and give auditors review-only access to employee expense data.
To learn more about the features of Expensify, visit https://use.expensify.com/expense-management.

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Integration overview

The Expensify integration allows you to easily import expenses into Ruddr from Expensify. There are two reasons you will want to import specific expenses into Ruddr. First, you may want to charge those expenses to a project in order to have an accurate cost and profit margin for that project. Second, you may want to bill those expenses back to the client on an invoice. If your company is already using Expensify, your team members will not have to learn any new processes in order to get those expenses into Ruddr. They simply create their expenses and expense reports in Expensify as they always have and use your company’s normal submission and approval process. Those expenses can then be automatically synchronized to Ruddr, associated with the correct client project, and optionally invoiced back to the client.

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Key integration benefits

The Expensify integration allows companies to seamlessly connect their expense management and professional services platforms. Below is an overview of the main features of the Expensify integration. Sync expense reports You can easily sync expense reports and individual expenses from Expensify to Ruddr. Note that this sync process is always unidirectional from Expensify to Ruddr. The process can be setup to automatically run on an hourly basis and you can also manual synchronization as needed. Charge expenses toward Ruddr projects Expenses in Expensify can be tagged with the client and project name. Project names are mapped from Expensify to Ruddr, which allows imported expenses to automatically be charged to the appropriate project in Ruddr. Invoice expenses to clients Once your expenses are synchronized from Expensify to Ruddr, those expenses can then be added to invoices in Ruddr. The expenses will automatically show up on the Ready to Bill screen in Ruddr and can be placed on an invoice with a single button click.

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Setting up the integration

For step-by-step instructions on setting up the Expensify integration, see the Expensify Integration Setup article. For more information, see the Expenses section of the Ruddr help center.