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Expensify + awork Integrations

Appy Pie Connect allows you to automate multiple workflows between Expensify and awork

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

About awork

Intelligent projects, tasks and time tracking for your project business.

awork Integrations

Best ways to Integrate Expensify + awork

  • Expensify Expensify

    awork + Expensify

    Export Report to PDF in Expensify when New Time Entry is created in awork Read More...
    Close
    When this happens...
    Expensify New Time Entry
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    awork + Expensify

    Create Expense Report to Expensify from New Time Entry in awork Read More...
    Close
    When this happens...
    Expensify New Time Entry
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    awork + Expensify

    Create Single Expense to Expensify from New Time Entry in awork Read More...
    Close
    When this happens...
    Expensify New Time Entry
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    awork + Expensify

    Export Report to PDF in Expensify when Updated Time Entry is added to awork Read More...
    Close
    When this happens...
    Expensify Updated Time Entry
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    awork + Expensify

    Create Expense Report from Expensify from Updated Time Entry to awork Read More...
    Close
    When this happens...
    Expensify Updated Time Entry
     
    Then do this...
    Expensify Create Expense Report
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Expensify + awork in easier way

It's easy to connect Expensify + awork without coding knowledge. Start creating your own business flow.

    Triggers
  • New Task

    Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Time Entry

    Triggers when a time entry is updated.

    Actions
  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

  • Create Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Project Task

    Creates a new project task.

  • Search Projects

    Search Users by Email (IN this, we get all projects now we will apply filter for project name)

  • Search Users by Email

    Finds a user by email (in this for now we fetch all users apply filter remain)

How Expensify & awork Integrations Work

  1. Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick awork as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Expensify to awork.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Expensify and awork

In a business environment, employees are always on the move either to meetings, clients or for other work related activities. In order for the management to know what is going on and to keep track of expenses, they rely on their employees to report their expenses. This has been a difficult task for many employees as well as unorganized especially when there are numerous receipts to track.

Expensify is a mobile application that helps you to manage your expenses from anywhere. It handles all the tedious receipt scanning and filing so you can focus on your job. Expensify software comes in both a desktop version and a mobile app that works with iOS devices, BlackBerry, Android and Windows Phone devices. With the use of this app, employees can scan their receipts using their smartphones and submit their documents into the account.

Awork is a cloud based platform which brings together Expensify and other business applications such as Dropbox, Salesforce and Google Apps under one roof. The integration of these applications helps the business save money while benefiting from its features. Awork helps to connect businesses across the world by providing a network that allows users to track and manage their tasks regardless of location. It also provides opportunities for users to share knowledge, communicate and engage with each other. Awork will help businesses in making their operations more efficient and effective.

The integration of two platforms will provide great advantages for people who use them. Expensify is an application that is used by several businesses nowadays. It is easy to use and saves time when it comes to cplecting and submitting expenses reports. Expensify software is cloud based which means that it does not need to be installed on a computer. With the use of mobile application, Expensify enables you to track all your expenses wherever you are. You can even use it to submit expenses claims when your office is closed. Moreover, the user interface of this software is user friendly and easy to navigate even if you do not have much experience in using apps. Expensify offers several features that helps users to stay organized while managing their expenses. Some of them include:

Grouping expenses:

With Expensify it is possible to group similar items under one category using different tags. This is helpful when trying to track your expenses during a meeting and you do not want to miss anything out. For example, during a meeting with your client, you might get lunch for everyone at the same place or buy coffee for everyone in the office. With Expensify you can add the same restaurant or coffee shop under one tag and the total amount that you spent will be added up together automatically once you input the tag.

Estimating expenses:

Expensify allows you to estimate your expenses without having to enter in numbers manually. This is because if you are not sure whether you have received enough cash to cover your expenses or if your expense did not have an exact amount, you can use the app’s expense estimator feature which gives you an estimate based on the rate of exchange in your area and the currency that you are using for your expenses. This feature makes tracking expenses much easier.

Submitting reports:

Expenses are submitted through email when using Expensify software as it integrates with Microsoft Outlook email service. This way you do not have to fill out any forms or fill in details manually as all of this task is done electronically. Emails are sent automatically when your expenses are ready for submission and all you have to do is click a link inside your email message which leads you directly into your account where you can submit your expense claims online. Once the expense claim is submitted, it is fully managed by Expensify team who takes care of your documents and sends them back to you electronically or by postal mail if needed. There is also an option where you can take a picture of your receipts with your smartphone and upload them onto your account which then gets integrated with your notes and receipts that are stored on your account automatically. You can upload as many photos as you like whenever your expenses come in. These photos are stored on your account until they need to be deleted or permanently stored. You can choose between either having them stored on Expensify’s servers or on yours if you prefer physical hard copies instead of electronic ones (Kearney, 2013.

Awork is another cloud based application which operates similarly to Dropbox application where it allows users to store data online. But unlike Dropbox where it only allows file storage, awork allows for file sharing and communication among users (Kearney, 2013. Awork comes in two different versions; free and premium. The free version allows for file storage for up to two gigabytes whereas premium version has no limits on storage space but requires payment of $9 per month after one month free trial period. This fee includes unlimited storage space, unlimited file size and business cplaboration tops (awork premium features. (Smith, 2016. The fplowing table below illustrates the main features of both versions:

Features Free Version Premium Version Storage 2GB Unlimited File Size Up to 2GB No limits Business Cplaboration Tops No Yes Offline access No Yes Team Cplaboration Tops No Yes Image Sharing No Yes Video Sharing No Yes Social Media Integration No Yes Mobile App No Yes Web App Yes Yes Documents PDF Word Excel PowerPoint HTML Email Attachments Yes Yes Chat/Email Integration No Yes Guest Accounts No Yes Multiple File Uploads No Yes File Search No Yes File Security Encryption Password Protection Biometric Protection Email Filtering Spam & Virus Protection Data Backup Yes Yes Data Synchronization Yes Yes Cplaborative Workflows Yes Yes Mobile Apps Android iPhone iPad iPad OS Windows Mobile BlackBerry File Sharing Cloud Drive Box Dropbox Google Drive OneDrive SharePoint Box Sync SugarSync DropBox Box Zumo Web Application Accessibility Linux Mac OSX Windows Web App Customization Cloud Services Google APIs 3rd Party Integrations FTP Server Gigabit Ethernet WAN Support Network Connectivity Firewall/VPN Access Mobile VPN Support SFTP Support IPsec Support Encrypted Virtual Network Access Remote Desktop Support Windows Remote Desktop SharePoint Server Support Citrix XenApp Support Physical Security Physical Access Contrp Server Security Data Backups SSL Secured Data Encryption Data Guaranteed Restoration Data Redundancy Data Retention Customer Support 24/7 Technical Support 24/7 Help Desk Professional Services Consulting Application Development Mobile App Development Managed IT Services Training Project Management Technical Training IT Staffing Disaster Recovery On-Site Training Implementation Services As a cloud based platform, awork has many features that make managing finances easier for businesses with employees who are constantly moving around or traveling overseas such as:

Cloud Drive. allows companies to store large files such as videos or presentations (Smith, 2016.

Box Sync. also known as Box Backup Sync allows users to backup their files automatically when connected to a network (Smith, 2016.

Dropbox. allows users to synchronize files between computers (Smith, 2016.

Google Drive. provides document editing tops such as Google Docs (Smith, 2016.

OneDrive. provides online storage for Office 365 subscribers (Smith, 2016.

Salesforce AppExchange. allows companies to integrate awork with Salesforce CRM (Smith, 2016.

SharePoint. allows companies to integrate SharePoint Online with awork (Smith, 2016.

Zumo Web Application. allows companies to customize their own website based upon their needs and preferences (Smith, 2016.

The process to integrate Expensify and awork may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.