Navan
Navan users can link their Expensify accounts to automatically sync flight receipts, making expense reporting seamless and efficient.
Connecting Navan to Expensify
Follow these steps to enable the Navan integration with Expensify:
- Sign in at navan.com.
- Click your profile in the upper-right corner.
- Select Integrations from the dropdown menu.
- In the Expensify section, click Enable.
- Uncheck Disallow company card expensing.
- Check Automatically push expenses when booking a flight.
- If using a central booking account, and all expenses should be sent to one Expensify account:
- Click Edit next to Expensify in Navan.
- Enter the email address that should receive all receipts.
Once enabled, flights booked through Navan will automatically be added to an expense report in Expensify.
Note: If you use the Expensify Card to book a Navan flight, the Navan expense will merge with the card transaction. Learn more about the Expensify Card.
FAQ
How do I expense a prepaid hotel booking in Expensify using the Navan integration?
Prepaid hotel bookings or other non-Navan travel purchases do not auto-import into Expensify. To manually import them:
- Click the Trips tab in Navan.
- Select the trip or hotel you’d like to expense.
- Click Expense to Expensify at the bottom of the page.
This also applies to flights booked before the integration was enabled.
What kind of data is shared between Expensify and Navan?
Travel booking details, including flights, hotels, and rental car costs, sync from Navan to Expensify to streamline expense report creation.
What should I do if an expense doesn’t sync correctly?
If an expense isn’t syncing:
- Verify integration settings in Navan.
- Check for sync errors.
- If no errors appear but the issue persists, reach out to Navan or Expensify support.
Do manual changes to expenses in Expensify update in Navan?
No, adjustments made in Expensify do not sync back to Navan. Always confirm changes in both platforms.
Is there a cost for using this integration?
There is no additional charge from Expensify for this integration, but your Navan and Expensify subscription costs apply.
How do I disconnect Navan from Expensify?
To disable the integration:
- Go to the Integrations section in Navan.
- Locate Expensify.
- Select the option to disable the integration.