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Using Expensify for Owner of Company

Biscuit_GeneralBiscuit_General Expensify Customer Posts: 1 Expensify Newcomer

Hello,
New to this app. Hoping to use it for our Owner/Buyer. She takes several buying trips a year and wants to be able to scan her receipts while she is on the trip. My question is how can I allow her to mark the expenses with different payment options. She uses the company card, sometimes a personal card that we need to reimburse her for and lastly petty cash she has withdrawn.

Thanks for your help

Comments

  • Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 692 Expensify Team
    edited August 2018

    Hi @Biscuit_General

    You can have them all on one report, but she will need to ensure she is flagging them as reimbursable/non-reimbursable correctly.

    1. You can set up company cards in Domain Control - and set as non-reimbursable.
    2. She can import her personal card into her account settings.
    3. She can just scan the petty cash receipt.
    4. You can set 'Mark new Cash Expenses' to reimbursable or non-reimbursable, but note that for expenses incurred as per points 2&3 she'll need to manually add or remove the reimbursable flag.

    She can happily put them all on one mixed-up report, as you will be able to see the type by the icon (locked card, regular card or cash) and the accounting treatment will depend on your QBO configuration under Settings > Policies > [Policy Name] > Connections.

    The report will also show the different balances for reimbursable/non-reimbursable and have a little footnote symbol to show them.

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