Hi @hbarnett! If you import your departments as tags, you would have the option to split an expense and select a different department for each one. When you use the employee default, only the default will apply to all expenses.
If you want to voice your desire for this feature, go vote for it here:
It looks like as of 2019-09-13, Apple does not support exporting transaction data:
Exporting data from Apple Card to a financial app like Mint is not currently supported.
Please add support for Apple Card.
Hi, I'm Elise.
I'm the controller for my company. We have 85+ employees who all have a corporate card. We are a brokerage and new to Expensify. I'm hoping to learn more about how to use Expensify!
I'd like to circle back to this thread to first thank support for listening to my organization's grief of having half on ASR and the other not. You gave us a life preserver to continue using and actually add more users than initially planned by our leadership.
I had genuinely hoped that we would get into 2019 and there would be some sort of general resolution available to all customers - new and old alike that would keep the tenets of ASR and monthly structure that my Accounting group has told me has to remain in place. I am the lowly IT Manager - it's not my job to dictate to the Accounting Department how they should process their transactions, anymore than it is their job to dictate to me how I should subnet our networks.
Expensify - you guys are in the Metric Dilemma. The entire planet uses the metric system. It's generally regarded as more accurate and more logical than US Imperial. US scientists, military and even beverage makers use it, but the general population does not, nor are many inclined to want to change or even listen to why it's better. Many of us remember when the NFL decided to go metric and then did a swift about-face. ASR isn't all that different.
If you want to truly understand what we are talking about as customers of the product, then read this article from Sciencing as to The Reasons Why the US Should Not Use the Metric System. The 3 bullets are the same when applied to leaving ASR - its Confusing; it will be Expensive (time to retrain people who have done it this way for YEARS) and Custom... people don't like change.. even when it may eventually make it better for them. The answer you will get from them is telling people like me to go find a new package to use.
I don't have droves of colleagues who are accounting professionals, but the ones that I do have seem agree that ASR is more traditional with how most corporate accounting departments seem to function. I get that it's a pain for you guys to support... printers are a pain for me to support, but I still have users that are convinced that they have to have a personal printer at their desk and when they are the ones that sign my paycheck I sort of need to listen to them.
I've searched the forums to try to get a sense of what percentage of the userbase is using ASR and I can't really find anything. My sense of it is we aren't a small percentage... that there are a great number that are using it with one domain that is currently grandfathered so they've never really felt the impact of losing ASR yet.
When asked if I have a recommendation for expense reporting platforms I no longer give any answer. While I'm happy with the product as it exists today for my organization, that's not the same product that they will have access to if they sign up 10 seconds after reading this sentence.
@Flavia Faria @Karisa Caudill @Sheena Trepanier - So do we lose ASR in 10 days as the amended post suggests? Or are you folks at Expensify still chewing on how to fix the situation so that everyone can keep using the product happily and productively? Let us know...
@anthonyalvino & @mbarrientos We released a fix! Let me know if you still have trouble exporting.
I've found that there's a lot of different ways to add additional layers of Data in Expensify, but it can be overwhelming trying to decide sometimes and understand practical applications.
Are you currently using either the tag features or the category codes? Where is your chart of account/GL account information housed within Expensify?
Is this marketing event code unique every time, or a set of prefilled values?
I have a couple ideas that might work, but I'd definitely need to know a little more about how you have your policy set up, examples of how you'd use this field, what kind of reporting you want on the back end, etc.
Hi @Nicole Trepanier
expense.categoryGlCode seems to work
Could not post data to QuickBooks Desktop. (Error info: credit charge not entered for -- Detail=The "billable status" field has an invalid value "NotBillable". QuickBooks error message: Target is not reimbursable., Status=3210, Code=Error)
Ive already installed the new sync manager and re-connected the connection in QB under preferences . I have a ticket with support from yesterday but the lag time on the back and forth with support takes so long its holding up our month end process. Was hoping someone else who had experienced the issue and resolved could offer advice!
Thanks for that @mbarrientos! This is a known issue and we are working to fix it right now. If you reach out to [email protected] with this error message, you'll be added to the ticket so we can let you know as soon as it's resolved directly. I'll also update this thread.