Configure Accelo
Configure Accelo
- Log into Accelo
- Navigate to the Integrations page
- Select the Expensify tab
- Enter Expensify Integration Server Credentials
- Provide your Expensify Integration Server’s Partner User ID and Partner User Secret
- Click “Save” to complete the setup
Upload Accelo Project Codes as Tags in Expensify
Once you have connected Accelo to Expensify, the next step is to upload your Accelo Project Codes as Tags in Expensify:
- Head to to Settings > Workspaces > Group > [Workspace Name] > Tags
- Choose to upload a CSV
- If you also integrate with Xero or QuickBooks Online, you must upload your Project Codes by appending your tags
- Go to Settings > Workspaces > Group > [Workspace Name] > Tags
- Click on Append a custom tag list from a CSV to upload your Project Codes via a CSV
Information sync between Expensify and Accelo
The Accelo integration does a one-way sync, which means it brings expenses from Expensify into Accelo. When this happens, it transfers specific information from Expensify expenses to Accelo:
| Expensify | Accelo |
|---|---|
| Comment | Title |
| Date | Date Incurred |
| Category | Type |
| Tags | Against (relevant Project, Ticket or Retainer) |
| Distance (mileage) | Quantity |
| Hours (time expenses) | Quantity |
| Amount | Purchase Price and Sale Price |
| Reimbursable? | Reimbursable? |
| Billable? | Billable? |
| Receipt | Attachment |
| Tax Rate | Tax Code |
| Attendees | Submitted By |
Expense Status
The status of your expense report in Expensify is also synced in Accelo.
| Expensify Report Status | Accelo Expense Status |
|---|---|
| Open | Submitted |
| Submitted | Submitted |
| Approved | Approved |
| Reimbursed | Approved |
| Rejected | Declined |
| Archived | Approved |
| Closed | Approved |
Importing expenses from Expensify to Accelo
Accelo checks Expensify for new expenses once every hour. It automatically adds expenses that have been created or changed since the connection’s last sync.
