Setting up a third-party login for Expensify gives your Bench bookkeeping team view-only access to your Expensify Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

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1. Account access to your expensify account
2. Your business name

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1. Log in to your Expensify account

2. On the left-hand side, click on ‘Settings’

3. From the main ‘Account Details’ page that you land on, scroll down to the section labelled ‘Copilot: Delegated Access’

4. Fill out the required fields with the following information:

Email Address: thirdpartylogins+business.name@bench.co

5. From the dropdown menu that says ‘Full Access,' switch the role to 'Submit Only'

6. Click the green button labelled ‘Invite Copilot’

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Please message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email.

Once your bookkeeper confirms access, they'll be able to pull your Expensify reports directly, no action needed from you going forward. If anything changes with your Expensify account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly.

I'm not sure what to use for the email address.

‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

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Expensify

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