ACCESS & AVAILABILITY
This integration is available for purchase in Enterprise plans, and requires Expensify API credentials. Once the integration has been activated by a Solutions Engineer, configuration takes place through Mavenlink M-Bridge, our integrations and developer platform. To get started, please reach out to Customer Success or Kantata Support.
Overview
Mavenlink’s Expensify integration makes it possible for organizations to continue using Expensify for expense reporting, while gaining the ability to see the impact of project-based expenses on the financial health of the project.
Employees do not need to change the way they log expenses, and meanwhile, expense approvers continue to approve expenses in Expensify. Companies that have employees who don’t use Mavenlink can now centralize expense reporting and approval.
Benefits
- Simplify expense tracking and approval process
- Unify all time and expense information across projects
- See all time and expense information in a centralized system
- Ensure the budget burn remains accurate
Functional Capabilities
- Expenses created in Expensify are pushed to Mavenlink
- Expense reports and line items created in Expensify are pushed to Mavenlink
Configuration Options
- Filter expense reports by state
- Select multiple states that should be included in the sync
- Schedule data sync between Mavenlink and Expensify
Field Mappings
Expense
| Mavenlink | Direction | Expensify |
|---|---|---|
| Category | ← | Category |
| Amount in Cents | ← | Modified Amount |
| Date | ← | Expense Date |
| Notes | ← | Comment |
| User | ← | User (mapping performed by Admin) |
Expense Report
| Mavenlink | Direction | Expensify |
|---|---|---|
| Title | ← | Report Name |
| Comment | ← | Report ID |
| User | ← | User (mapping performed by Admin) |