From f93e3ed82e90f55dfa5f9f5e80573e9a289bcaa3 Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Wed, 17 Jul 2024 17:05:05 +1200 Subject: [PATCH 1/2] Create deel.md --- .../integrations/HR-integrations/deel.md | 35 +++++++++++++++++++ 1 file changed, 35 insertions(+) create mode 100644 docs/articles/expensify-classic/integrations/HR-integrations/deel.md diff --git a/docs/articles/expensify-classic/integrations/HR-integrations/deel.md b/docs/articles/expensify-classic/integrations/HR-integrations/deel.md new file mode 100644 index 0000000000000..12e616d9657fc --- /dev/null +++ b/docs/articles/expensify-classic/integrations/HR-integrations/deel.md @@ -0,0 +1,35 @@ +--- +title: Deel Integration +description: Automatically sync expenses from Expensify to Deel +--- + +# Overview + +This guide is for business clients who want to set up policies and synchronize expenses from Expensify to Deel. This one-way synchronization ensures that Expensify becomes the definitive source for all employee expenses. + +If you are a contractor or employee working for a company using Expensify, please refer to: + +- [Employee Guide to Using Expensify with Deel](https://help.letsdeel.com/hc/en-gb/articles/7123572847761-Employee-s-Guide-to-Using-Expensify-With-Deel) +- [Contractor Guide to Using Expensify with Deel](https://help.letsdeel.com/hc/en-gb/articles/9640208314897-How-Contractors-Can-Use-Expensify-With-Deel) + +## Introduction: + +By integrating Expensify with Deel, you can utilize Expensify’s approval workflows to ensure timely payment through Deel for your team. + +This process involves aligning user profiles and expense policies between Expensify and Deel. Once connected, Deel will scan for approved expenses from matched users included in selected workspaces for integration, allowing Deel to import these expenses for reimbursement. + +This synchronization is one-way. Expenses and receipts logged and approved in Expensify will sync to Deel. Expenses logged in Deel will not sync to Expensify. + +*Please note,* expense syncing is not immediate. For details on how syncing operates, refer to ["How Does Expense Syncing Work?"]([https://example.com](https://help.letsdeel.com/hc/en-gb/articles/5871319525521-How-To-Set-Up-The-Expensify-Integration-On-Deel-For-EOR-Employees-And-Contractors#h_01G25AWSW0KHWBA63C1AZ6X9E9)) + +## Before you begin: + +To establish a connection, make sure you have the following: + +- Deel Organization Manager permissions +- Expensify Admin permissions for policies you wish to integrate with Deel +- A paid Expensify subscription to approve expenses and sync them to Deel + +Expensify Admin permissions can be intricate. Refer to [Expensify’s Introduction to Integration]([https://example.com](https://integrations.expensify.com/Integration-Server/doc/#introduction)) for more details. + +For further steps on integration, consult the [integration guide](https://help.letsdeel.com/hc/en-gb/articles/5871319525521-How-To-Set-Up-The-Expensify-Integration-On-Deel-For-EOR-Employees-And-Contractors). From fdd7bb2e4cbdab06c1bd22da635baabbeede67c3 Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Wed, 17 Jul 2024 17:27:25 +1200 Subject: [PATCH 2/2] Rename deel.md to Deel.md --- .../integrations/HR-integrations/{deel.md => Deel.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/expensify-classic/integrations/HR-integrations/{deel.md => Deel.md} (100%) diff --git a/docs/articles/expensify-classic/integrations/HR-integrations/deel.md b/docs/articles/expensify-classic/integrations/HR-integrations/Deel.md similarity index 100% rename from docs/articles/expensify-classic/integrations/HR-integrations/deel.md rename to docs/articles/expensify-classic/integrations/HR-integrations/Deel.md