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Expensify Rootstock Connector

Expensify makes filling in your expenses claims a breeze. The Expensify Rootstock Connector enables you to enter those expenses into Rootstock with the click of a button.

  • Automatic nightly downloads of approved expenses from Expensify.
  • Check the Expense Reports in Salesforce before processing them.
  • Choose the Expense Reports to process and create and post Payables (Purchase Invoices) with the Employee as the Vendor (Supplier).
  • All the Expensify Categories, Merchants, Tags, GL Codes can be mapped to Rootstock Projects or Dimensions.
  • Corporate Credit Card expenses from Expensify can be automatically posted to the appropriate General Ledger.
  • Multiple Expensify Policies map to multiple companies in Rootstock.
    Foreign Currency expenses can be handled as Foreign Currency Purchase Invoices.
  • Full support for VAT handling, including mixed VATable and non-VATable receipts.
  • Use standard Rootstock functionality to reimburse your employees.

Alpha Index will help you configure both Expensify and Rootstock to achieve the best integration.
That way you know its going to work.

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