How to use a Righthand with Expensify
Prepare a reviewed expense-report support checklist from approved Expensify inputs, with a worked example, complete brief, access checks, and reconciliation.
Quick answer
Use Righthand with an approved Expensify report export to prepare a checklist of missing support and review questions. Keep report readiness separate from approval, reimbursement, and an accounting export.
Start with a expense-report support checklist that the expense reviewer can check against the original records. Righthand prepares the review artifact; the source application remains the operational record.
Establish the input route
Expensify documents several expense and report export formats and warns that long report or transaction IDs can appear in exponential notation in Excel. Official Expensify reference, checked October 6, 2026.
The expense administrator should choose the relevant report slice and export format. Preserve IDs as text in the working copy, then supply only the permitted report lines and support references required for the checklist.
Check the current integration directory and Righthand setup documentation. A listed app does not establish every read or write action. For a connected route, verify the assigned account, available operation, object scope, and one permitted sample read. This guide also works from an explicitly supplied, approved extract; it does not require an unverified native operation. Keep credentials out of the article brief.
Worked input and output
These three records are synthetic illustrations, not customer results or a hands-on integration test.
| Approved input | Proposed review output |
|---|---|
| Report R10: three lines; one receipt link missing | List the specific unsupported expense line |
| Report R11: state submitted; reviewer not assigned | Prepare owner-routing question; do not label approved |
| Report R12: two IDs displayed as 1.23E+15 | Stop identity matching until original text IDs are recovered |
A report total and a receipt total answer different questions. The output should retain a line-level trace so the reviewer can identify exactly which expense lacks support. Do not reconstruct a truncated ID from nearby rows or guess that two rounded values are identical.
A complete first-run brief
Use an approved Expensify report export and receipt references for October 12–16, 2026. Fields: report ID, expense ID, submitter reference, expense date, amount, currency, receipt link, report state. At Monday 9 AM America/Los_Angeles, prepare a expense-report support checklist as source-linked Markdown in my private review thread. Preserve record identities and the extract timestamp. Group unresolved items by next action and responsible owner. Reviewer: expense reviewer. Do not approve reports, reimburse expenses, edit categories, mark exports complete, or send reminders externally. Result check: Match report and expense IDs as text, confirm line counts, and inspect each reported missing receipt.
A permitted preparation step does not authorize a consequential write or an external send. Resolve proposed changes through the app's supported process after the responsible owner approves their exact scope.
Reconcile before widening the task
Export filters can omit reports in another state. State the chosen filter and compare the selected report count with the administrator’s view. A supplied approval label is evidence of that source state, not authority to reimburse or to alter the report.
Begin with one submitter’s completed reporting window. Have the expense reviewer correct the missing-support list, then retain the accepted criteria for the next period. A fresh export is required before describing later corrections as reflected in the checklist.
For the first acceptance review, keep the original input slice beside the result and mark which items were checked. If access or evidence is incomplete, return that gap with its record identity rather than a confident completion statement. Review Pricing using the actual preparation workload and correction effort.