n8n-nodes-expensify

[Velocity BPA Licensing Notice]

This n8n node is licensed under the Business Source License 1.1 (BSL 1.1).

Use of this node by for-profit organizations in production environments requires a commercial license from Velocity BPA.

For licensing information, visit https://velobpa.com/licensing or contact licensing@velobpa.com.

An n8n community node for integrating with Expensify's expense management platform. Provides access to 5 core resources including reports, expenses, employees, policies, and transactions with full CRUD operations for automating expense workflows and financial data synchronization.

Features

• Comprehensive Expense Management - Full CRUD operations for expenses, reports, and financial data
• Employee & Policy Administration - Manage employee profiles and expense policies programmatically
• Transaction Processing - Automated transaction creation, updates, and reconciliation workflows
• Report Generation - Create, update, and retrieve expense reports with detailed financial information
• Policy Enforcement - Integrate expense policies and approval workflows into automated processes
• Financial Data Sync - Seamless synchronization between Expensify and other financial systems
• Bulk Operations - Process multiple expenses, reports, or transactions efficiently
• Audit Trail Integration - Maintain detailed records of expense modifications and approvals

Installation

Community Nodes (Recommended)

1. Open n8n
2. Go to Settings → Community Nodes
3. Click Install a community node
4. Enter n8n-nodes-expensify
5. Click Install

Manual Installation

cd ~/.n8n
npm install n8n-nodes-expensify

Development Installation

git clone https://github.com/Velocity-BPA/n8n-nodes-expensify.git
cd n8n-nodes-expensify
npm install
npm run build
mkdir -p ~/.n8n/custom
ln -s $(pwd) ~/.n8n/custom/n8n-nodes-expensify
n8n start

Credentials Setup

Field	Description	Required
API Key	Your Expensify API key obtained from account settings	Yes
User ID	Your Expensify user ID for authentication	Yes
User Secret	Your Expensify user secret for secure API access	Yes

Resources & Operations

1. Report

Operation	Description
Create	Create a new expense report
Get	Retrieve a specific report by ID
Get All	List all reports with filtering options
Update	Modify report details and status
Delete	Remove a report from the system
Submit	Submit a report for approval
Approve	Approve a submitted report
Reject	Reject a submitted report with comments

2. Expense

Operation	Description
Create	Add a new expense entry
Get	Retrieve expense details by ID
Get All	List expenses with date and category filters
Update	Modify expense amount, category, or details
Delete	Remove an expense entry
Attach Receipt	Upload and attach receipt images
Categorize	Assign or update expense categories
Split	Split an expense across multiple categories

3. Employee

Operation	Description
Create	Add a new employee to the system
Get	Retrieve employee profile information
Get All	List all employees with role and status filters
Update	Modify employee details and permissions
Delete	Remove an employee from the system
Invite	Send invitation to new employee
Activate	Activate an employee account
Deactivate	Temporarily disable an employee account

4. Policy

Operation	Description
Create	Create a new expense policy
Get	Retrieve policy configuration and rules
Get All	List all policies with type and status filters
Update	Modify policy rules and settings
Delete	Remove a policy from the system
Assign	Assign policy to employees or groups
Unassign	Remove policy assignment
Clone	Duplicate an existing policy

5. Transaction

Operation	Description
Create	Record a new financial transaction
Get	Retrieve transaction details by ID
Get All	List transactions with date and amount filters
Update	Modify transaction details or status
Delete	Remove a transaction record
Reconcile	Mark transaction as reconciled
Export	Export transaction data for accounting systems
Import	Import transactions from external sources

Usage Examples

// Create a new expense with receipt attachment
{
  "merchant": "Office Supply Store",
  "amount": 4250,
  "currency": "USD",
  "category": "Office Supplies",
  "date": "2024-01-15",
  "comment": "Printer paper and ink cartridges",
  "receiptURL": "https://example.com/receipt.jpg"
}

// Submit an expense report for approval
{
  "reportID": "R123456789",
  "action": "submit",
  "approverEmail": "manager@company.com",
  "comments": "Q1 travel expenses - all receipts attached"
}

// Get all expenses for a date range
{
  "startDate": "2024-01-01",
  "endDate": "2024-01-31",
  "status": "approved",
  "limit": 100,
  "sortBy": "date"
}

// Create expense policy with approval rules
{
  "name": "Travel Policy 2024",
  "maxAmount": 50000,
  "requireReceipts": true,
  "autoApprovalLimit": 10000,
  "approvers": ["manager@company.com", "finance@company.com"],
  "categories": ["Travel", "Meals", "Lodging"]
}

Error Handling

Error	Description	Solution
Invalid API Key	Authentication failed with provided credentials	Verify API key and user credentials in node configuration
Report Not Found	Specified report ID does not exist	Check report ID format and verify report exists in Expensify
Insufficient Permissions	User lacks permission for requested operation	Ensure user has appropriate role and policy permissions
Rate Limit Exceeded	Too many API requests in time window	Implement delays between requests or use batch operations
Invalid Expense Data	Expense creation failed due to validation errors	Verify required fields, amount formats, and category assignments
Receipt Upload Failed	File attachment or processing error	Check file format, size limits, and network connectivity

Development

npm install
npm run build
npm test
npm run lint
npm run dev

Author

Velocity BPA

• Website: velobpa.com
• GitHub: Velocity-BPA

Licensing

This n8n community node is licensed under the Business Source License 1.1.

Free Use

Permitted for personal, educational, research, and internal business use.

Commercial Use

Use of this node within any SaaS, PaaS, hosted platform, managed service, or paid automation offering requires a commercial license.

For licensing inquiries: licensing@velobpa.com

See LICENSE, COMMERCIAL_LICENSE.md, and LICENSING_FAQ.md for details.

Contributing

Contributions are welcome! Please ensure:

1. Code follows existing style conventions
2. All tests pass (npm test)
3. Linting passes (npm run lint)
4. Documentation is updated for new features
5. Commit messages are descriptive

Support

• Issues: GitHub Issues
• Expensify API Documentation: Expensify Integrations
• Community Forum: Expensify Community