From 7f71222834a01e085988ffb2d1b03aa4a15dce31 Mon Sep 17 00:00:00 2001 From: peterdbarkerUK Date: Fri, 29 Sep 2023 04:54:10 +0200 Subject: [PATCH 1/3] Update Egencia.md Adds a guide to the Expensify-Egencia integration to the new HelpSite --- .../travel-integrations/Egencia.md | 29 +++++++++++++++++-- 1 file changed, 26 insertions(+), 3 deletions(-) diff --git a/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md b/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md index 3ee1c8656b4b..78adf30408c8 100644 --- a/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md +++ b/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md @@ -1,5 +1,28 @@ --- -title: Coming Soon -description: Coming Soon +title: Egencia Integration +description: Expensify-Egencia integration automatically adds Egencia booking receipts to Expensify. --- -## Resource Coming Soon! +# Overview +[Egencia](https://www.egencia.com/en/) is a platform used to book and manage business travel. Integrating Expensify and Egencia ensures any bookings made using Egencia will automatically import as expenses to Expensify. +## Requirements: +- You'll need to have a Control Workspace +- A verified Domain +# How to use Egencia with Expensify +When an employee makes a booking in Egencia: +- The receipt itinerary will automatically be imported to the traveler's Expensify account along with the expense details without needing to submit the information manually. +- When the traveler uses their company credit card to make a purchase via Egencia, the Egencia receipt will automatically merge with the credit card transaction. + +The travel information will also be available in the Trips section of the mobile app of the recipient's Expensify account. +# How to Enable the Egencia Feed +A file feed is an automated transfer of data files from Egencia to Expensify. + +Egencia controls the feed, so to connect Expensify you will need to: +1. Contact your Egencia account manager. +2. Request that they enable your Expensify feed. +# How to Connect to a Central Purchasing Account +Once your Egencia account manager has established the feed, you can automatically forward all Egencia booking receipts to a single Expensify account. To do this: +1. Open a chat with Concierge. +2. Tell Concierge “Please enable Central Purchasing Account for our Egencia feed. The account email is: xxx@yourdomain.com”. + +The receipt the traveler receives is a "reservation expense." Reservation expenses are non-reimbursable and won’t be included in any integrated accounting system exports. The reservation sent to the traveler's account is added to their mobile app Trips feature so that the traveler can easily keep tabs on upcoming travel and receive trip notifications. + From 3028f11be33f384a8652c5f022c91415b5b97626 Mon Sep 17 00:00:00 2001 From: peterdbarkerUK Date: Tue, 3 Oct 2023 15:40:07 +0200 Subject: [PATCH 2/3] Update docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md Co-authored-by: Rushat Gabhane --- .../integrations/travel-integrations/Egencia.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md b/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md index 78adf30408c8..4753b152abf8 100644 --- a/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md +++ b/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md @@ -19,6 +19,7 @@ A file feed is an automated transfer of data files from Egencia to Expensify. Egencia controls the feed, so to connect Expensify you will need to: 1. Contact your Egencia account manager. 2. Request that they enable your Expensify feed. + # How to Connect to a Central Purchasing Account Once your Egencia account manager has established the feed, you can automatically forward all Egencia booking receipts to a single Expensify account. To do this: 1. Open a chat with Concierge. From dfe9d2adb17a1a2e531bcd2f55d2431d7c691265 Mon Sep 17 00:00:00 2001 From: peterdbarkerUK Date: Wed, 4 Oct 2023 09:16:38 +0200 Subject: [PATCH 3/3] Update docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md Co-authored-by: Rushat Gabhane --- .../integrations/travel-integrations/Egencia.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md b/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md index 4753b152abf8..178621a62d90 100644 --- a/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md +++ b/docs/articles/expensify-classic/integrations/travel-integrations/Egencia.md @@ -7,6 +7,7 @@ description: Expensify-Egencia integration automatically adds Egencia booking re ## Requirements: - You'll need to have a Control Workspace - A verified Domain + # How to use Egencia with Expensify When an employee makes a booking in Egencia: - The receipt itinerary will automatically be imported to the traveler's Expensify account along with the expense details without needing to submit the information manually.