The Connect API is used to integrate external systems like bookkeeping and payroll systems, card transaction providers, fleet management's systems etc.

Concepts

Following are information regarding different concepts that are used by the Connect API.

Expense

An expense is a general word for expenses, mileages, allowances and benefits sent in by the employee. Expenses have categories that that contains information about accounting and/or payroll information.

Report

A Report or Expense Report is a collection of one or more expenses that are gathered by the employee, and sent in for reimbursement. A report can be hidden or automatic, which means that an employee can send in an expense without a visual report. It will then automatically be packaged in a report.

Report status

Reports go through different statuses when they are handled in the system. The most important statuses for the Connect API is READY_TO_SEND, TRANSFER and SENT.
When reports are sent in from employees they might go through an approval process, and when each report is approved it will land in READY_TO_SEND status.

Export

When one or many reports are collected in READY_TO_SEND an administrator can mark some or all of them and send them to an integration. This set of marked reports that are being sent is called an Export.
The export goes through the Findity New Accounting engine, which creates a Voucher structure, which either works as an accounting structure, with debit and credit rows; or as a payroll structure, with only the expense (debit) lines. The New Accounting engine uses the information from the Categories to collect the voucher structure. An integration can be configured to group the voucher data in several different ways. See more about this under the Exports endpoint.

This Export (or voucher structure) is served via the API to the integration.