Expensify integration
Connect Expensify so Joy and your automations can create expenses and reports, export reports to PDF, and pull report details for your team when asked.
What Joymore does
If your brokerage tracks spending in Expensify, your team already files expenses and reports there. Joymore connects to Expensify so routine expense work can run from an automation or a request to Joy, instead of someone doing it by hand.
Once Expensify is connected, Joymore automations can run Expensify actions, like creating an expense or exporting a report to PDF. Joy can also work in Expensify when someone on your team asks her to.
What you can do
- Log an expense. An automation or Joy can create an expense in Expensify when someone on your team asks.
- Export a report to PDF. Joy can export an Expensify report to PDF when asked, so your team has a copy to share or keep.
- Check report status. Joy can list or get Expensify reports and share their details with your team.
Available once connected
What automations can use in Expensify.
Actions Joymore can run
- Create Expense
- Create Report
- Export Report
- Export Report To PDF
- Get Report
- List Expenses
- List Policies
- List Reports
- Reimburse Report
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Expensify and Joymore questions
How do I connect Expensify to Joymore?
Sign in to Joymore, open Settings, and connect your Expensify account. You can connect it for your whole brokerage or for a single user.
Can Expensify events start a Joymore automation?
Not currently. Joymore automations can run Expensify actions, but there are no Expensify events for them to react to.
Do agents have to change how they use Expensify?
No. Anyone who submits expenses keeps using Expensify as they do today.
