If you are a Pana Business or Recruiting plan member, you can connect your Expensify account for automatic receipt forwarding!
Here are the steps to set up the integration:
- Log into your team's Pana account at [your-subdomain].pana.com.
- Click on your company logo in the upper right corner:
3. Click on the gear icon next to your team's name.
4. Click on the Integrations tab, and enable the Expensify integration by toggling to green:
You’re all set!
Once connected, when you make a purchase with a personal card, Pana will send your receipt to the Expensify account associated with the email address you use with Pana.
If you make a purchase with a company card, Pana will send the receipt to the billing email associated with that card. You can contact your Pana account manager if you need to change the email address associated with each of your company cards.
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