Sometimes you may want to remove an expense Payable to re-run the process. If the Expensify Report only contains reimbursable (out-of-pocket) expenses, its easy - just [Unpost] the Payable and…
You can add your own custom Tags in Expensify, and with the 'Control' Policy Type you can also use Tag GL Codes. Both 'Tags' and 'Tag GL Codes' can be…
TaxExpensify provides a simple automatic Tax calculation feature. You can setup Tax Rates and Expensify uses these to calculate the Tax from the Gross. Of course this does not always…
Expensify Pricing -->Scanning & Emailing Receipts -->GL Account Mapping -->Tag Mappings -->Tax Handling -->Corporate Credit Cards -->Re-download Expensify Report -->Remove Expense Payable -->Setup new Expensify Credentials for Connector -->Update License…
You get this error message if the 'CardId' mapping in Expensify Mappings is not setup.For more information of how the Connector handled Corporates Credit Cards see: Corporate Credit Cards -->…
Depending on the Policy mapping setting you have for 'Corporate Card Handling' values in the 'CardId' field must have mapping in Expensify Mapping. (See Corporate Credit Cards -->)You are getting…
Payables in Accounting Seed are setup with either a Salesforce Account as the 'Vendor' or a Salesforce Contact as the 'Contact'. Expensify users are identified by their login email, and…