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.
Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
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It's easy to connect Expensify + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new ticket.You need to install the helpdesk module.
Triggers when you add a new User. You will need to have the Users module installed.
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
Create a blog post
Create a new Invoice.
Create a new Note.
Create a new Project Task.
Update a existing Ticket
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Expensify is a web-based expense tracking application that has been used by over 200,000 businesses worldwide. Expense reports can be submitted online including receipts, ensuring that they are easy to submit and simple to verify. Expensify uses an online interface that makes it easy to create reports with various filters, allowing users to search for what they need. The program also includes voice commands, making it possible for users to create reports even while driving or otherwise on the move. Expensify can be used in 24 different languages.
Odoo is a suite of business applications that are designed to offer flexibility, adaptability and scalability. It is often described as ERP software that adapts to your business rather than you adapting to the software. Odoo comes with integrated CRM functionality, allowing for the management of sales leads, contacts, invoices and orders. This makes it possible for businesses to keep track of their sales pipeline and develop marketing strategies based on data cplected through CRM.
Integration of Expensify and Odoo ERP Self Hosted can be done easily. Users send their expense report data in PDF format to Expensify and the software stores it in a database. Then, Expensify integrates with Odoo ERP Self Hosted and sends the data in the database to Odoo ERP Self Hosted.
Expensify offers a number of benefits when used in conjunction with Odoo ERP Self Hosted. Here are some of the most important ones:
Expensify allows for easy reconciliation of financial data within Odoo ERP Self Hosted. As mentioned above, Expensify integrates with Odoo ERP Self Hosted and provides the data to the system in CSV format. This means that it is very easy to reconcile information stored in Odoo ERP Self Hosted with information stored in Expensify.
Expensify allows for increased visibility into company spending patterns. This is true because Expensify allows users to track spending patterns at different levels. For example, users can track spending patterns at the individual employee level, the department level and even the organizational level. This allows them to understand how funds are being spent at different levels so they can make better decisions about where further expenses can be cut. It also makes it easier for them to identify employees who might have a tendency to overspend so they can put a stop to such behaviour before it becomes a problem.
Expensify allows for faster reimbursements of expenses because it helps eliminate many of the steps invpved in processing expense reports. In fact, Expensify eliminates the need for employees to print out their receipts and scan them into their computers or smartphones then send them via email or fax to accounts payable departments. Instead, employees simply take pictures of their receipts using their smartphone camera, upload the pictures to Expensify, select which expense report they want to apply them to and then fill out a few fields including their name and title. Because all this information is sent directly from Expensify to Odoo ERP Self Hosted, employees get reimbursed faster than they would if they had submitted paper forms via email or fax. This is extremely beneficial for businesses that have employees who travel frequently or conduct a lot of business outside of regular work hours since it means that they do not have to wait until the next day or the end of the week for reimbursement. Improved time-to-reimbursement ratios mean greater employee satisfaction which translates into higher productivity levels and reduced costs associated with retraining employees.
The process to integrate Expensify and Odoo ERP Self Hosted 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.
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