![]() ![]() I did see that Expensify will import my QB created Items and Classes but I want the info to only flow into QB, and not have QB data (Items/Classes) flow into Expensify. I use the Categories in Expensify for Job Sites and the tags are for the different projects that we are working on at each Job Site. Sadly we're limited in what we can achieve now but automatic export and syncing is functionality we're very interested in releasing.įeel free to post any follow-up questions you have and we'll be here to help! In the future, we hope to offer additional automation functionalities with the QuickBooks Desktop integration. Scheduled Submit places expenses on reports automatically and submits the report on the schedule you choose. You can further control when employee's reports are submitted by utilizing policy level Scheduled Submit. ![]() This takes work out of coding expenses and should result in more accuracy when submitting. You can learn more about this feature in our Help Center here.Įssentially, expense rules will ensure that expenses from specific merchants are coded a certain way. Expense rules are set up individually, in the Settings > Account > Expense Rules section of each employee's account. When it comes to coding expenses, I recommend working with your employees to set up merchant specific Expense Rules. It sounds like you want to take advantage of automation features to make expense reporting easier on you and your employees. ![]()
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