Configure Accelo
Accelo integrates with Expensify to streamline expense management. Follow these steps to configure the integration and sync expense data effectively.
Connect Accelo to Expensify
To enable the integration, follow these steps:
- Log into Accelo.
- Navigate to Settings > Integrations.
- Select the Expensify tab.
- Enter your Expensify Integration Server Credentials.
- Provide your Partner User ID and Partner User Secret from Expensify.
- Click Save to complete the setup.
Upload Accelo Project Codes as Tags in Expensify
Once connected, you must upload your Accelo Project Codes as tags in Expensify:
- Go to Settings > Workspaces > Group > [Workspace Name] > Tags.
- Choose to upload a CSV file.
- If you also integrate with Xero or QuickBooks Online, append your Project Codes to existing tags:
- Navigate to Settings > Workspaces > Group > [Workspace Name] > Tags.
- Click Append a custom tag list from a CSV and upload your file.
How Expensify Data Syncs with Accelo
The Accelo integration syncs one way, meaning expense data flows from Expensify to Accelo. The following fields are mapped:
| 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 Syncing
Expensify report statuses sync to corresponding Accelo statuses:
| Expensify Report Status | Accelo Expense Status |
|---|---|
| Open | Submitted |
| Submitted | Submitted |
| Approved | Approved |
| Reimbursed | Approved |
| Rejected | Declined |
| Archived | Approved |
| Closed | Approved |
How Expenses Are Imported
Accelo checks for new expenses in Expensify once every hour. Any newly created or updated expenses since the last sync will be imported into Accelo automatically.
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