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Update your Expensify integration

Resync or reconfigure your Expensify connection

  1. Sign in to your Expensify account.
  2. Click Admin and select the Policy Name.
  3. Click Connections.
  4. Scroll down to the Gusto headline.
  5. Click Configure to reconfigure the approval workflow and/or Sync Now to manually sync.
  6. You will see a timestamp that shows the time of the last sync.

View users and update the approval mode for your policy

  1. Sign in to your Expensify account.
  2. Click Admin.
  3. Select the Policy Name.
  4. Click People.
  5. View the Policy users here or edit the approval mode by scrolling to the Approval Workflow section.