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Expensify Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Expensify simplifies expense management with automated tracking and real-time reporting. UiPath integration enhances efficiency with authenticated connections.
Overview
Overview
Expensify offers a user-friendly web-based expense management system ideal for both personal and business needs. By automating expense management and receipt tracking, Expensify helps save valuable time through instant, real-time one-click expense reports.
How It Works
To facilitate automation between UiPath and Expensify, these activities establish a secure connection using the UiPath Connector designed for Expensify. Prior to starting your project, ensure you follow the Authentication steps outlined in the connector's documentation.
Activities
- Create Expense - Create an expense in an employee's account as a policy and domain admin.
- Create Expense Report - Create an expense report in an employee's account as a policy and domain admin with a single expense.
- Email Exported Report - Send an exported report via email to recipients filtered by stard date, end date, and report state.
- Reimburse Report - Update the status of an approved report to reimburse.
- Download report - Downloads reports based on date filters.
- List All Policies as Admin - Retrieve all policies of the signed-in admin.
- List All Policies for a User - Retrieve all policies that a user is invited to.
- Get Record - Retrieves a record in Expensify.
- Insert Record - Inserts a record in Expensify.
- Update Record - Updates a record in Expensify.
- List All Records - List all records in Expensify.
This set of activities is compatible with UiPath Studio versions 2023.10 and later.
Features
Features
- List All Policies for a User
- List All Records
- Expense Report Created
- Download Report
- Email Exported Report
- Expense Report Closed
- Create Expense Report
- List All Policies as Admin
- Expense Report Approved
- Expense Report Submitted
- Insert Record
- Get Record
- Reimburse Report
- Record Updated
- Create Expense
- HTTP Request
- Record Created
- Update Record
Additional Information
Additional Information
Dependencies
None
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