How do I default my expenses to credit card and not cash?
currently when I photograph and import an expense it always defaults to cash. how do i change it to my company credit card?
Answers
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@RBN, This is a policy setting that your admin can set. All of the expense in our policy default to reimbursable unless there is a matching credit card transaction. The transactions can't really default to your credit card, they can only default to reimbursable or not reimbursable.
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@RBN, This is a policy setting that your admin can set. All of the expense in our policy default to cash unless there is a matching credit card transaction. The transactions can't really default to your credit card, they can only default to reimbursable or not reimbursable.
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,364 Expensify TeamHi @RBN -- In order for the expense to be listed as a company card expense, it must be imported from a company card connection. This is what Tyler was sharing.
If you have a company card importing expenses, you can still upload your receipts as you're doing now. Our system should SmartScan the receipt image and then link it to any matching company card expense.
You can find more info on company cards in our help center here.
