Expensify

$ 158.42

v 16.0 Third Party 5

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Expenses (hr_expense) • Invoicing (account) • Employee Contracts (hr_contract) • Employees (hr) • Discuss (mail)
Lines of code	981
Technical Name	`expensify_integration`
License	OPL-1
Website	https://www.smarttek.solutions
Versions	16.0 14.0 13.0

You bought this module and need support? Click here!

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Expenses (hr_expense) • Invoicing (account) • Employee Contracts (hr_contract) • Employees (hr) • Discuss (mail)
Lines of code	981
Technical Name	`expensify_integration`
License	OPL-1
Website	https://www.smarttek.solutions
Versions	16.0 14.0 13.0

Description
License

Tutorial Expensify

Expensify (version 16)

by SmartTek Solutions Inc.

Overview

You can synchronize Odoo and Expensify.com accounts and have your expense reports reimbursed. Also, you can have the expenses included in the accounting reports with a couple of clicks

Highlights

	Expenses reimbursed
	Data update option
	Posted all Journal entries
	Expenses posted
	Expenses reconciled

How it works

	Create your Expensify account and validate it
	Create an Expensify account at https://www.expensify.com/
	Go to https://www.expensify.com/tools/integrations/
	A pair of credentials: partner user ID and partner user Secret, will be generated and shown on the page

	Pay attention. These credentials are shown only once!
	Connect your Expensify account with Odoo

	Open Odoo and click on 'Expensify' module - 'Account' page. Click on the 'New' button and fill out all the necessary fields
	Pay attention. User ID and Secret fields are filled with your Expensify credentials!

	Create a new policy and link it with the Expensify account
	Click on the 'Policy' page and create a new Policy

At the Account field, choose your recently created account from the dropdown list

Add Categories to your Policy by clicking on the 'Add a line' button

	Now, your Expense reports are able to transfer from Expensify to Odoo
	Create expenses in Expensify clicking on 'New Expense' button

	All your expenses will be transferred to Odoo with every 10 minutes update. Also, you can do it manually by clicking on Account, choosing your Account and clicking on the 'Update now' button
	Pay attention. Only Reimbursable expenses will be transferred to Odoo!

Open the 'Expensify' app and click on the 'Expense' tab. Choose recently created expense and you can determine Account manually or it will be set automatically

After the Account is determined, click on the 'View report', 'Submit to manager', 'Approve', 'Post Journal entries' buttons

On the 'Journal Entries' tab click on 'Post all journal entries' button and you can observe all your Journal Entries in status 'Posted'

Open the 'Expenses' tab and you will observe the status 'Done' of the necessary expense

The report status is also changed to 'In Payment'

On 'Journal Entry' page you can see all Items for Reconciliation

On 'Accounting' module you can find Outstanding payments for reconciliation

To finish the Reconciliation process you can click on three dots and choose 'Journal items' or click on the 'Accounting-Journal Items' tab

Find recently created bill and click on 'Match' button

Choose the necessary payment from Miscellaneous Matching tab and click on the 'Reconcile' button

	Also, your expenses are included in the financial reports
	Click on the 'Accounting' module and choose 'Reporting' tab. There you can observe all the necessary reports with latest update

Contact us / Support

If you would like to reach out to us, please drop us a line at info@smarttek.solutions

Also, if you have any additional questions about our module, don't hesitate to ask by sending us an email to the same address we mentioned above.

For all purchased modules and apps from Smart Tek Solutions, you are getting the support in terms of email conversations within the first month of use (free of charge)

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

The author can leave a single reply to each comment.
This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
If you want to start a discussion with the author or have a question related to your purchase, please use the support page.

Ratings
Discuss

There are no ratings yet!

Awesome

Deepak Kamath

on 11/14/23, 1:24 PM Confirmed Purchase

Install the expensify app on community version 16 on AWS. Used the trial version on expensify to run some test. App installation was smooth. However i was missing some setup in expensify. The team at Smart Tek educated me on the missing setup in expensify. Nice app and a great team backing the product.