Climate Benefits enables employers to provide 'combating climate change' as a benefit to their employees.

Climate Benefits

Only trigger on new reports in this state. You can pick zero, one, or several states.

The employee's email address (or your email address in your Expensify account).

You must have at least one team or corporate policy set up for expense reports.

The employee's e-mail address (or your e-mail address in your Expensify account).

The date of the expense. Can also use "today" or [other date expressions](https://zapier.com/help/field-types/#datetimes).

The amount of the expense, in dollars and cents.

The three-letter currency code of the expense. Defaults to US Dollar (USD) if not specified.

The Report ID (from a previous step in this Zap).

Specifies whether the generated PDF should include full page receipts.

API docs for Expensify are located here https://integrations.expensify.com/Integration-Server/doc/

Requests can only be made to domains associated by this application. View [documentation](https://help.zapier.com/hc/en-us/articles/12899607716493) for more details.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.

Expense management doesn't have to be a time suck. With Expensify and Zapier, you can automatically organize receipts, create reports, and export data. Reimburse your employees quickly and efficiently and keep track of company expenses without wasting time on manual data entry. With Zapier, you can connect Expensify to all your other business tools to ensure a simple and seamless expense reporting process.

Expensify

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Wave

Keep track of earnings, expenses and account balances, in a centralized and collaborative way.

Bkper

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

FreshBooks

Here are some creative ways to use Expensify with Zapier:

 Ditch the reminder to report repeated expenses at a certain time each month. Zapier will create weekly or monthly expenses in Expensify.

 Focus your time on accounting, not on administrative tasks. Zapier will export new Expensify reports as PDFs that are ready to send out.

 Store all your reports in one place by having Zapier save Expensify reports as PDFs in Google Drive.

When employees contribute on Climate Benefits, a report will be generated on Expensify automatically.

Climate Benefits + Expensify

Create Expensify reports for new employee contributions in Climate Benefits

Supported triggers and actions

Employee Contribution

Create Expense Report

Export Report to PDF

Find Report

New Report

Create Single Expense

API Request (Beta)

About Climate Benefits

Related categories

About Expensify

Related categories

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