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A policy depending on the type of payment

NaydaNayda Posts: 1 Expensify Newcomer

Hello, is it necessary to have different policies configured depending on the type of payment? (Cash, Credit Card).
I just "inherited" the Expensify admin position of the company I work for and we dont know if the multiple policies exist for a valid reason. Could I summarize all those policies into a more organized set up?

We use Quickbooks Desktop but the import is not currently been used/working.

Answers

  • Sheena TrepanierSheena Trepanier Posts: 2,070 Expensify Success Coach

    Hi @Nayda - thanks for joining and posting on the community. Inheriting an Expensify setup can definitely be confusing, so I'm happy to help sort this out.

    Generally speaking, we always recommend having a few policies as possible. But, we also know that sometimes a company's internal reporting processes require multiple policies to break up expenses.

    I took a look at the existing setup and it definitely looks like we could consolidate this for you. I'm going to reach out to you via email so we can talk about this and account details in a more secure and less public medium.

    Please keep an eye out for that!

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