Chart of Account Numbers Showing When Selecting Categories on a Single Expense
when coding an expense from an Report, the pull-down window of categories does not display Chart of Account #s even though they are turned on in Categories and display in Categories under that Policy. how do I get the account #s to show up in the pull down window as we code by department and there can be multiple names of the same account but sub accounts of a specific department.
Answers
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Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamHi @eilsel - thanks for jumping into the Expensify Community. It's great to have you here.
Hopefully I'm correct in my assumption, but if not, please do correct me! Currently, if you're referring to including GL codes within Category names, you'll will have to add the GL to the Category itself.
We recently addressed this in one of our April Webinars for a QuickBooks user, but the same goes currently for all Expensify Policies:
Q: In QB we maintain departments can each expense be coded to a department name?
A: In order to see GL codes in Expensify, you would need to update the account name to include its GL Code. This means, if you just want to see the code, instead of a category/account name, you would just replace that account name with the GL Code on the QuickBooks side. Once completed, you will want to sync your connection to import any changes to the account list.You might also want to throw your weight behind this Idea too though!
The most popular ideas will be reviewed by our team and have a real chance of being placed on our roadmap!
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Are there any recent updates to this issue?
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamHi @empowerconsulting, thanks for touching base. There isn't an update to this behavior at this time, take care!
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Has there been a change to this functionality?
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No, there hasn't been a change. The feedback Ted provided is the best solution.
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I'd like to be able to enter the chart of account number (GL code) or the account name when I'm entering expenses and it doesn't appear I can do this.
