Travel receipt integrations

Expensify’s receipt integrations allow a merchant to upload receipts directly to a user’s Expensify account. A merchant just has to email a receipt to an Expensify user and Cc receipts@expensify.com. This automatically creates a transaction in the Expensify account for the user whose email address is in the To field.

You can set up a receipt integration by using one of our existing pre-built integrations, or by building your own receipt integration.

Use a pre-built travel integration

You can use our pre-built integrations to automatically import travel receipts from Bolt Work, Spot Hero, Grab, and Kayak for Business.

Bolt Work

1. In the Bolt app, tap the menu icon in the top left and tap Work trips.
2. Tap Create profile.
3. Enter the email address that you use for Expensify, then tap Next.
4. Enter your company details, then tap Next.
5. Choose a payment method. If you don’t want to use the existing payment methods, you can create a new one by tapping Add Payment Method. Then tap Next.
6. Tap Done.
7. Tap Add expense provider, then tap Expensify.
8. Tap Verify.
9. Tap the menu icon on the top left and tap Work trips once more.
10. Tap Add expense provider and select Expensify again.

When booking a trip with Bolt Work, select your work trip profile as the payment method before booking. Then the receipt details will be automatically sent to Expensify.

SpotHero

1. In the SpotHero app, tap the menu icon in the top left and tap Account Settings.
2. Tap Set up Business Profile.
3. Tap Create Business Profile.
4. Enter the email address you use for Expensify and tap Next.
5. Tap Add a Payment Method and enter your payment account details. Then tap Next.
6. Tap Expensify.

When reserving parking with SpotHero, select your business profile in the Payment Details section. Then the receipt will be automatically sent to Expensify. In your SpotHero Business Profile settings, you can also set a weekly or monthly cadence for SpotHero to send a batch of expenses to Expensify.

Grab

1. In the Grab app, tap your profile picture in the top left.
2. Tap your user icon again at the top of the settings menu.
3. Tap Add a business profile.
4. Tap Next twice, then tap Let’s Get Started.
5. Enter the email address you use for Expensify and tap the next arrow in the bottom right.
6. Check your email and copy the verification code you receive from Grab.
7. Tap Manage My Business Profile.
8. Under Preferences, tap Expense Solution.
9. Tap Expensify, then tap Save.

When booking a trip with Grab, tap personal and select business to ensure your business profile is selected. Then the receipt will be automatically sent to Expensify.

KAYAK for Business

Admin Setup

This process must be completed by a KAYAK for Business admin.

1. On your KAYAK for Business homepage, click Company Settings.
2. Click Connect to Expensify.

KAYAK for Business will now forward bookings made by each employee into Expensify.

Traveler Setup

1. On your KAYAK for Business homepage, click Profile Account Settings.
2. Enable the Expensify toggle to have your expenses automatically sent to Expensify. You also have the option to send them manually.

Build your own receipt integration

1. Email receiptintegration@expensify.com and include:
   • Subject: Use “Receipt Integration Request” as the subject line
   • Body: List all email addresses the merchant sends email receipts from
2. Once you receive your email confirmation (within approximately 2 weeks) that the email addresses have been whitelisted, you’ll then be able to Cc receipts@expensify.com on receipt emails to users, and transactions will be created in the users’ Expensify account.
3. Test the integration by sending a receipt email to the email address you used to create your Expensify account and Cc receipts@expensify.com. Wait for the receipt to be SmartScanned. Then you will see the merchant, date, and amount added to the transaction.

Using the integration

When sending an emailed receipt:

• Attachments on an email (that are not an .ics file) will be SmartScanned. We recommend including the receipt as the only attachment.
• You can only include one email address in the To field. In the Cc field, include only receipts@expensify.com.
• Reservations for hotels and car rentals cannot be sent to Expensify as an expense because they are paid at the end of usage. You can only send transaction data for purchases that have already been made.
• Use standardized three-letter currency codes (ISO 4217) where applicable.