Non-reimbursable expenses in Xero
We are using Expensify to post both reimbursable and non-reimbursable expenses to Xero. The non-reimbursable expenses are being posted automatically to a random bank account - is there anyway to select which bank account they are posted to? Is this part of the reconciliation function in the business package? We currently use the team package.
Best Answers
-
@katiesinclair, You can change the account that the expenses post to in the connection settings under the admin tab. From there, you should be able to select the proper account. This should work with the Team package if my understanding is correct.
-
Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamOptionsHi @katiesinclair Welcome to the Expensify Community!
@tylerzoll is correct, you can select the associated account in your connection configuration. However, all transactions will go to this account.
If you want to assign the expenses right back to a certain user account code/card account, you'll need to upgrade to Corporate and set up Domain Control.
Answers
-
Thank you both - that answers my question!
