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Microsoft Dynamics 365 Business Central + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Expensify

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best Microsoft Dynamics 365 Business Central and Expensify Integrations

  • Microsoft Dynamics 365 Business Central textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Email
     
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • Microsoft Dynamics 365 Business Central Expensify

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Expensify in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Expensify without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Microsoft Dynamics 365 Business Central & Expensify Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and Expensify

Expense reports are one of the most important parts of any business. For any large company, managing a large number of employees and their expenses is an important task. This task can be done through Microsoft Dynamics 365 Business Central and Expensify.

What is Microsoft Dynamics 365 Business Central?

Microsoft Dynamics 365 Business Central is an application that is used to manage the complete financial information of your company. It also allows you to automate several tasks that are related to finance.Microsoft Dynamics 365 Business Central also has a module called Expensify, which is used to take care of all your expense reports. The software is cloud-based and can be accessed from any computer or mobile device.

What is Expensify?

Expensify is a top which is used to manage all your expense reports. It helps you track your expenses, makes it easy to file your expenses as well as helps you stay in compliance with tax laws. With Expensify, you can create a detailed receipt for expenses, use images of receipts, track your mileage and also make adjustments based on your travel needs.With Expensify, you can get the most out of your work life by tracking your expenses, making it easy to file your expenses and staying in compliance with tax laws.

The integration of Expensify with Microsoft Dynamics 365 Business Central allows you to import all your Travel & Expense data into one place. This means that all your travel and expense data can be accessed from a single software, and you will not have to search for different applications and files to locate this information.This integration allows you to use the reporting capabilities available in Microsoft Dynamics 365 Business Central, so that you get complete visibility into your expenses and travel data. You can use the reporting option to analyze the data and make decisions based on the output that is available on the screen.Expensify helps you correctly categorize your expenses, making it easier to identify costs that need to be adjusted and save money on taxes each year. This integration also allows you to import purchase orders directly from Microsoft Dynamics 365 Business Central, thus eliminating errors while recording purchases made for different items.You can track your travel with Expensify, using GPS tracking, mileage logging, automatic time-tracking and reimbursement tops. This allows you to easily keep track of all your travel expenditures and get reimbursed for all the trips that you have taken during the month or year.This integration allows you to streamline your entire travel and expense process from start to finish. You will not have to worry about manually entering data into multiple systems and saving them separately, since all these processes are automated through this integration.

With this integration, there are several benefits that you can enjoy. The first benefit is that all your travel and expense records will be available in one place, which means that you will not have to waste time looking for these records across different systems. Furthermore, your travel and expense data can be analyzed in detail, allowing you to make informed decisions about how to reduce costs and increase profits for your company.

The process to integrate Microsoft Dynamics 365 Business Central and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.