Integrate Expensify with Dynamics 365
We have partnered with our friends at Stoneridge Software who have created a connector for Expensify and Dynamics 365. The connector automatically pulls Approved expense reports into Dynamics 365 for reporting and reconciliation. Admins can also import their accounts from Dynamics 365 so employees can record expenses appropriately.
The first step to use the connector is to make sure you’ve successfully set up your company policy in Expensify.
Once you have created a policy, the Stoneridge built connector can be found on the Microsoft AppSource Marketplace - Expensify for Dynamics 365. On the marketplace listing click the “GET IT NOW” button and follow the prompts to sign into Dynamics 365 and download the assisted setup wizard.
From here, Stoneridge Software has created a great set of instructions on how to download the assisted setup wizard for Expensify and map the integration between Expensify and Dynamics.
Does your company use Dynamics AX or NAV?
If so, Stoneridge Software can help automate workflows between Expensify and these systems with their connectors. Fill out the contact form on the Stoneridge website to learn more.