Actions

17 actions

Action

Description

List Policies

Retrieve all Expensify policies (workspaces) accessible to the authenticated user, including policy details, roles, and...

Get Policy

Retrieve detailed policy configuration for one or more policies, including expense categories, tags, custom report field...

Create Policy

Provision a new Expensify expense policy (workspace) with specified name and plan type for organizing expense management...

Update Policy Category

Add, update, or replace expense categories on a policy with configurable merge or replace strategy for granular category...

Replace Policy Tags

DESTRUCTIVE FULL REPLACE — overwrites the entire tag level on an Expensify policy with only the tags provided. Existing...

Update Policy Report Field

Add or update custom report field definitions on a policy for structured expense report data collection

Export Reports

Generate CSV export of approved expense reports with transaction details for accounting integration, audit compliance, a...

Download Report

Retrieve CSV file content for previously generated expense report or reconciliation exports to complete data extraction...

Create Report

Programmatically create expense reports with initial expense transactions in user accounts for automated expense submiss...

Update Report Status

Update expense report status to mark approved reports as reimbursed for automated reimbursement workflow completion and...

Create Expense

Programmatically create individual expense transactions in user accounts for automated expense importing from external s...

Create Expense Rule

Automate expense classification by creating rules that automatically apply tags to employee expenses based on policy con...

Update Expense Rule

Update an existing expense rule for a given employee on a policy to modify automatic tag or billable settings

Export Card Reconciliation

Generate comprehensive corporate card reconciliation reports for specified date ranges to compare card transactions with...

Update Employee

Update an existing employee's record in an Expensify policy — sets approval hierarchy, role, external ID, and other fiel...

List Domain Cards

Retrieve comprehensive inventory of corporate cards configured at domain level with transaction import status and cardho...

Update Tag Approver

Configure tag-based approval routing to automatically route expenses with specific tags to designated approvers for depa...