expensify

Create expense rules for policy employees.

Update an expense rule for a policy.

Create a new policy/workspace.

Get detailed information about a policy.

Get a list of policies for a user or domain.

Update categories, tags and report fields for a policy.

Set approvers for individual tags on a policy.

Download a file generated by an exporter or reconciliation job.

Export reconciliation data (e.g., unreported or selected reports) to a file.

Create a new report with specified expenses for a policy.

Export reports to a file using a Freemarker template (exported file is created for later download).

Update the status of reports (e.g., REIMBURSED).

Sign in to Expensify via Whitelabel; user is authenticated and shown the appropriate Expensify UI.

Open the New Bank Form flow to import a credit card.

List credit cards assigned to the domain.

Provision, update and de-provision employees (advanced provisioning workflow).