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Re: Payroll Integration
Hi @jacksonb - Thanks for posting! Do you mind sharing which payroll software you're using? We have our sights set on some integrations in the future, but I'm not sure if they align with what you use.
I'd be happy to keep you updated as I learn more information though!
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How do we export the employee's email address and name
I have exported expensify report and it doesn't show email address and name of the staff.Please help.
The extract i downloaded is in CSV format with headers. I have been using this every month . I have never seen such problems. Can anyone help?
Thanks in Advance
Re: How do I create a year end report to give to my accountant?
Hi @Kip - you will need to go into expenses tab and use your filters to put in your criteria eg date. Once that is done you then need to 'choose all' from the tick box. Once that is ticked, then the 'export to' button will appear and you can export to a csv. If the format is not what you require eg not the right fields your accountant needs then please read the help documentation for create a new CSV report format.
Re: Sync to Quickbooks Online has wrong information
Re: How to use Expensify as a free account?
Hi @JayB, thanks for taking the time to use the community for such a great question.
Expensify can be used as a free service, but you'll have to make sure that you don't own a policy. If you have an 'Admin' tab at the bottom of your left hand navigation menu, then you've created a policy.
I'd be happy to show you how to remove the policy and how to avoid creating another in the future. If you ever decide a policy is right for you, you can always sign up then.
To downgrade to a free account, click on the Inbox page from the left side navigation menu. From there click on the green free trial banner near the top right, and then the "Cancel free trial" button. In the popup click the "Downgrade to free" option, and you should see a green growl in the bottom right letting you know your account was successfully downgraded.
Once your screen refreshes, click on the Inbox task that starts with "Welcome to Expensify!". After expanding this task click on the Track option. Clicking the track does not create a policy, but instead tells the system you plan on using a free account. (below)
Anytime in the future, you can unhide your hidden tasks and select Submit or Collect if you ever need a policy.
Cheers!