Overview

Expensify’s ADP integration lets you pay out expense reports outside of the Expensify platform. Expensify creates a Custom Export Format that can be uploaded to ADP directly.

You’ll need to be on the Control Plan to create a Custom Export Format.

Your employee list in ADP can also be imported into Expensify via Expensify’s People table in CSV format, which will speed up the process of importing the correct values to sync up your employee’s reports with ADP. This feature is available on all plans.

How to use the ADP integration

Step 1: Set up the ADP import file

A basic setup for an ADP import file includes five columns. In order (from left to right), these columns are:

• Company Code - See “Edit Company” page in ADP
• Batch ID - Found in “Edit Company”
• File # - Employee number in ADP
• Earnings 3 Code - See “Edit Profit Center Group” page
• Earnings 3 Amount - Found in “Edit Profit Center Group”

There is a File # for each employee that you’re tracking in Expensify located under “RUN Powered by ADP” - navigate to Reports tab > Tax Reports > Wage > Tax Register.

In Expensify, the File # is entered in the Custom Field 1 or 2 column in the Members table. The Earnings 3 Code is the ADP code that corresponds to a payroll account you’re tracking in Expensify. The Earnings 3 Amount is the total of a given expense you’re sending to payroll.

In Expensify, you can enter the Earnings 3 Code at Settings > Workspaces > [Group Workspace Name] > Categories > Categories [Category Name] > Edit Rules > Add under Payroll Code.

Step 2:Create your ADP Export Format

For a basic setup, visit Settings > Workspaces > [Group Workspace Name] > Export Formats and add these column headings and corresponding formulas:

• Name: Company Code
  • Formula: [From Step 1.]
• Name: BatchID
  • Formula: [From Step 1.]
• Name: File #
  • Formula: {report:submit.from:customfield1}
• Name: Earnings 3 Code
  • Formula: {expense:category:payrollcode}
• Name: Earnings 3 Amount
  • Formula: {expense:amount}

The Company Code column is hardcoded with your company’s code in ADP. Similarly, the Batch ID is hard coded with whatever Batch ID your company is using in ADP.

Step 3.:Export to CSV or XLS

To export the file, do the following:

1. Go to your “Reports” page in Expensify
2. Select the reports you want to export
3. Click “Export to…” and choose your custom ADP format
4. Your download will begin automatically and be delivered in CSV or XLS format

Step 4: Upload to ADP

You should be able to upload your ADP file directly to ADP without any changes.

Deep Dive

Using the ADP integration

You can set Custom Fields and Payroll Codes in bulk using a CSV upload in Expensify’s settings pages.

If you have additional requirements for your ADP upload, for example, additional headings or datasets, reach out to your Expensify Account Manager who will assist you in customizing your ADP export. Expensify Account Managers are trained to accommodate your data requests and help you retrieve them from the system.