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Policy-wide expense rules
Our idea is to make a policy-wide expense rule. When exporting into Quick Books desktop, if the merchant name does not match up exactly, it won't pull through correctly. For example, if Expensify reads the merchant "Amazon8797" and Quick Books has it as just "Amazon", the two will not match. The solution for this right now it to have each individual person go into their settings and create expense rule. However, that is a difficult task having each crew member go into their settings and write the rules. A great fix would be to have the admin create the expense rules and have it apply to all members under that policy. That way it would only have to be written out once. Let me know if you think!