Integrate Expensify with BambooHR

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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 BambooHR

BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.

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Best Expensify and BambooHR Integrations

  • Expensify Integration Expensify Integration

    BambooHR + Expensify

    Export Report to PDF in Expensify when Get Summary of Who is Out is added to BambooHR Read More...
    Close
    When this happens...
    Expensify Integration Get Summary of Who is Out
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Expensify Integration Expensify Integration

    BambooHR + Expensify

    Create Expense Report from Expensify from Get Summary of Who is Out to BambooHR Read More...
    Close
    When this happens...
    Expensify Integration Get Summary of Who is Out
     
    Then do this...
    Expensify Integration Create Expense Report
  • Expensify Integration Expensify Integration

    BambooHR + Expensify

    Create Single Expense from Expensify from Get Summary of Who is Out to BambooHR Read More...
    Close
    When this happens...
    Expensify Integration Get Summary of Who is Out
     
    Then do this...
    Expensify Integration Create Single Expense
  • Expensify Integration Expensify Integration

    BambooHR + Expensify

    Export Report to PDF in Expensify when New Employee is created in BambooHR Read More...
    Close
    When this happens...
    Expensify Integration New Employee
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Expensify Integration Expensify Integration

    BambooHR + Expensify

    Create Expense Report to Expensify from New Employee in BambooHR Read More...
    Close
    When this happens...
    Expensify Integration New Employee
     
    Then do this...
    Expensify Integration Create Expense Report
  • Expensify Integration {{item.actionAppName}} Integration

    Expensify + {{item.actionAppName}}

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

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

    Triggers
  • Changed Report

    Triggers when a company report changes. Works best with reports sorted by a date field in descending order.

  • Get Summary of Who is Out

    Get a summary of who's out of the office on a given date

  • New Employee

    Triggers when a new employee is created.

  • New Employee Instant

    Triggers when an employee created.

  • New Time Off

    Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.

  • New Time Off Request

    Triggers when a new time off request is created by an employee whose requests you're able to approve

    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 Employee

    Creates a new employee

  • Respond to Time Off Request

    Approve, deny, or cancel a time off request.

  • Update Employee

    Updates an existing employee

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Expensify & BambooHR 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 BambooHR 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 BambooHR.

    (2 minutes)

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

Integration of Expensify and BambooHR

Expensify?

Expensify is a cloud-based expense report software which can be used for managing expenses and tracking work reimbursements. It has many features such as allowing users to scan receipts and submit expenses immediately, automatically categorize expenses, expense pre-approval, and more. Expensify also includes integrations with other applications like BambooHR. Expensify and BambooHR integration allows employees to submit expense information through the Expensify app and then sync it with BambooHR. This way, employees don’t have to do tedious data entry in BambooHR as they don’t have to re-enter all the information from the bills into BambooHR. Employees can just upload the receipt images directly from their phone onto Expensify.

BambooHR?

BambooHR is an HR system that offers a variety of features such as employee performance review, benefits, Payrpl, time sheets and more. It is easy-to-use and has a clean interface which is perfect for small businesses. Besides its features, it also provides an integration with Expensify so employees can track their business expenses and manage reimbursements. BambooHR supports payrpl integration with seven different payrpl providers such as ADP, Gusto and many more. Employees are able to submit their hours through BambooHR and then sync it with their paycheck to see how much they get paid. Employees can submit their expense reports through Expensify or manually enter them into BambooHR.

Integration of Expensify and BambooHR

There are three ways to integrate Expensify with BambooHR. Firstly, employees can scan their receipts and submit their expense information directly via the Expensify app and it will be automatically synced with BambooHR. Secondly, employees can submit manual expense reports via BambooHR by clicking on the Expensify icon at the top of the application. Lastly, BylonHR allows employees to manually add information about their reimbursable expenses into Expensify itself. After that, employees can import the information from Expensify into BambooHR.

Benefits of Integration of Expensify and BambooHR

One of the benefits of integrating Expensify with BambooHR is that employees can avoid duplicate entry of expenses information because they can use either one of the two applications to enter all the relevant information about their expenses. Another benefit of this integration is that employees can track their reimbursements in both applications so that they don’t have to manage expenses manually if they forget to track them using one application or the other. The last benefit is that this integration allows employers to see how much money they should give each employee based on their work activities by looking at the reports shown on both applications.

To summarize, integrating Expensify and BambooHR together will help employers ensure efficiency in their organizations when it comes to submitting expenses and tracking reimbursements. Although there are some features missing from these applications, it is still a great top for small businesses to easily manage their work activities and know how much they are spending on expenses for each employee.

The process to integrate Expensify and BambooHR 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.