Setting up the Expensify App Tile

As part of Simpplr's app tiles feature, we offer several out-of-the-box app tiles your org can set up on home and site dashboards. The article linked below gives an overview of how app tiles work, permissions around setting them up, and various requirements. 

Setting Up Out-of-the-Box App Tiles on Dashboards

This article explains the Expensify tile.

The Expensify integration is built on the Bring Your Own Integration (BYOI) framework, offering the following key benefits to customers:

1. Extensibility beyond pre-built use cases – In addition to the existing pre-built app tiles, customers can extend these integrations by building custom API actions and custom app tiles tailored to their specific needs.
2. Bring-Your-Own-App support – For OAuth-based apps, scopes and permissions can be controlled at the connector level. However, for user-level connections, data access remains restricted to the permissions individual users hold within the external apps, ensuring flexibility and security.

Expensify tile

View a list of expense reports created by the user with Expensify 

It displays: 

• Report ID
• Report name
• Total report amount
• Report status
• Approver Name

Inputs: 

• Workspace [Optional] [Multi select]
• Status [Optional] [Multi select]
• Duration [Optional] [Defaults to “Last 30 days”].

Prerequisites & Setup:

• Basic Auth Configuration - Partner User ID and Partner User Secret must be generated for a Workspace Admin who is setting up the app. Refer to this article for details.
• Go to https://www.expensify.com/tools/integrations/
• A pair of credentials: partnerUserID and partnerUserSecret will be generated and shown on the page.
• Navigate to Manage → Application → Integrations → Custom Apps → Add New App → Add Prebuilt App, then select and add the Expensify app.
• Once added, configure the app with the generated Partner User ID and Partner User Secret.
• After completing the configuration, enable the app.
• Once enabled, the app will be available under the Add Tile option on the home or site dashboard.