This guide will help contractors connect their Deel and Expensify accounts so they can log expenses on Expensify and be reimbursed through Deel.
Before Starting:
The client should provide notification if the company using Expensify to track and approve expenses.
It is important to ensure that the Deel and Expensify accounts are using the same email address.
Many contractors utilize a personal email for their Deel accounts and a work email for Expensify. If necessary, the work email can be added to the Deel profile.
In this article:
Connecting Deel and Expensify Profiles
People Match Plugin
Connecting Deel and Expensify Profiles
Deel uses the email address associated with the contractor's account to find a match between Expensify and Deel profiles.
If the Deel and Expensify accounts are already using the same email address, everything is set. Deel will automatically match the profiles when the client completes the integration setup.
People Match Plugin
This plugin enhances the connection between Deel and Expensify by enabling contractors to quickly identify which users are synced and spot any unmatched accounts directly from the Expensify account profile. It provides a clear count of unmatched accounts at a glance.
By clicking on See who they are here a side panel will appear, displaying a detailed list of individuals along with the status of their accounts. Contractors have the option to refresh the list or use the Review & Match button to manually align users, ensuring seamless integration between Deel and Expensify
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Frequently Asked Questions
How to know the company uses Expensify?
The client's administrator should inform the contractor if the company is using Expensify to track and approve expenses.
If the contractor's Deel profile has been matched to an Expensify profile, they will be prompted to log expenses in Expensify. If the profile is unmatched, they will be prompted to add an alternate email address to the Deel profile.
What are sync errors?
Sync errors can occur due to large file sizes or other matching issues. Notifications about sync errors will be sent both by email and via a notification on the Deel Dashboard.
Contractors can review errors in the app and find steps to resolve them.
How does expense synching work?
For an expense to be synced, the contractor's profile in Expensify must match their profile in Deel.
Only approved expenses are synced from Expensify to Deel.
Deel does not back-sync expenses. Therefore, any expenses submitted and approved in Expensify before the profiles are matched will not sync. These expenses should be deleted and resubmitted in Expensify.
How often are expenses synched?
Expenses are synced periodically throughout the day. If the company has recently approved an expense in Expensify, contractors should wait a few hours before checking if it has been synced to Deel.
When will expenses be reimbursed?
For Independent Contractors, expenses approved and synced before the end of the invoice period will be included in the next invoice for reimbursement.
For EOR Employees, expenses approved and synced before the monthly payroll cut-off date will be reimbursed on the next payday.