This guide explains how clients with Global Payroll direct employees can easily use the Expensify expense sync plugin from their Deel dashboard.

With expense sync for Global Payroll employees, you can configure how your group's expenses will sync and choose which payroll entities to sync expenses for.

To install integrations on Deel, you must have the correct Org Admin permissions.
You must be an Org Admin, IT Developer Admin, or Integrations Admin-Bookkeeper on Deel to set up this integration.

✅ Step 1 - Open the Expensify Integration

Select the Hub icon and Apptab on the home page and search for Expensify.

✅ Step 2 - Manage Expense Sync options

Select the Plugins tab and then click Manage expense sync.

✅ Step 3 - Assign expense categories

Click Configure.

To enable expense syncing, assign expense categories to payroll components.

An option can be chosen from the dropdown menu for each Expensify expense category.

Click Apply when all payroll components have been assigned.

The category assignments can be edited later by clicking Edit.

✅ Step 4 - Configure expense sync for each entity

Choose when to start syncing expenses for each entity.

It's recommended to select Sync From Now, which will begin an ongoing expense sync from today.

Select Scheduled Sync, and select a future date when the expense syncing is to begin.

✅ Step 5 - Review sync details

The expense sync status will be listed next to each entity.

If the sync isn't yet active, the scheduled start date will appear with a countdown until the sync begins.

The integration will sync automatically every 4 hours.

Frequently Asked Questions

[ACCORDION] Will there be notifications of integration issues?

Yes, Deel will send out notifications of integration or global payroll sync issues. Specify an organization manager (or as many emails as needed) email to receive these notifications.

To do this:

✅ Step 1 - Go into the Expensify integration and click on the inverted ellipsis (three dots) next to the Sync Integration button.

✅Step 2 - Select Email notifications settings from the list of options.

✅Step 3 - In the Email notifications settings drawer, click on the Add button to add an email notifications list.

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