Configure Expensify to receive expense receipts

This topic explains how to set Spotnana to automatically upload trip-related invoices (for travel bookings) to your Expensify account. Integrating Spotnana with Expensify reduces the potential for errors and frees your travelers from having to manually upload receipts or complete expense reports. 

Note: You must be a company administrator to perform this task. This procedure assumes you already have an Expensify account. 

To configure Spotnana to connect to your Expensify account

1. Login to the Spotnana Online Booking Tool. 

2. Select Company from the Program menu.  

3. Expand the Configuration menu on the left hand side. 

4. Select Integrations. The Integrations page will be displayed. 

5. Locate the row for Expensify (on the All or Expense tab) and click Connect. The Expensify configuration page will be displayed. This page will display all legal entities that can be set to connect to your Expensify account. For each legal entity you are able to set:

   • whether invoices will be uploaded to Expensify.

   • whether invoice uploading is enabled for the company corporate card and which email account in Expensify will receive invoices for charges associated with that credit card. 

   • whether invoice uploading is enabled for personal credit cards and which email account in Expensify will receive invoices for charges associated with personal credit cards.  

   • the booking types (air, hotel, rental car) for which invoices will be uploaded to Expensify. 

6. To set these values, click the edit icon (pencil). The edit panel will expand. 

7. Set the Active field to enabled if you want invoices for this legal entity to be uploaded to Expensify. 

8. Set the Central company card field to active if you want invoices for charges associated with the central company card to be uploaded to Expensify. Then enter the email address associated with this account in Expensify. 

9. Set the Personal credit card field to active if you want invoices for charges associated with personal credit cards to be uploaded to Expensify. Then enter the email address associated with the Expensify account that will receive these invoices. This can be either a single email address or the email address of the Traveler associated with the booking.  

10. Select the checkbox for each booking type for which you want to enable the uploading of invoices to Expensify. 

11. Click Save when done.