Expensya and Salesflare

How to connect Expensya

About Expensya

Expensya is a Web and Mobile solution that automates the management of expense reports for professionals.

Expensya operations on Zapier

Actions (12)

Things Salesflare can make it do

  • Add Contact — Add a new contact to your Expensya account with full contact and company information.
  • Add Delegated Access — Grant access permissions to allow one user to manage expenses on behalf of another.
  • Add Quick Expense — Add a quick expense to an Expensya user.
  • Add Receipt — Add a receipt for a specified user.
  • Delete Contact — Delete an existing contact.
Show 7 more actions
  • Delete Delegated Access — Delete a delegated access.
  • Invite User — Invite a new user.
  • Scan Receipt — Upload and process a receipt in your Expensya account for automatic expense extraction.
  • Update Contact — Update an existing contact.
  • Update Report Status — Update the status of a report.
  • Update User — Update a user (legacy deprecated endpoint).
  • Update Users Status — Bulk update users status.

Searches (13)

Look up existing records

  • Export Expense Report (PDF) — Export a specific expense report as PDF.
  • Export Expenses — Export expenses using a specified export format and filters.
  • Find Contacts — Search and retrieve contacts from your Expensya account with filtering and pagination.
  • Find Expenses — Search and retrieve expenses from your Expensya account with advanced filtering options.
  • Find Validator Reports — List reports awaiting (or processed by) a specific validator's mailbox.
Show 8 more searches
  • Get Delegated Access — List of delegated access entries.
  • Get Expense Image — Get the image/receipt file for a specific expense. Returns the image as binary data.
  • Get Expense Image URL — Get a direct URL for an expense image using the image ID.
  • Get Export Formats — Retrieve available export formats.
  • Get Report History — Retrieve the audit/history events for an expense report.
  • Get Reports — Listing of expense reports.
  • Get User Expenses — List of expenses for a specific user.
  • Get Users — Get the users list.

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