vendor names
How do you prevent multiple vendors from being created? eg Target store 001 Target store 003 Target store 0005... ...and Restaurants? I don't want every restaurant listed as a vendor in my QB file. I use the vendor Restaurant for all dining out expenses and we have ONE target regardless what is on the receipt.
Best Answer
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @LisaVos the Vendor is only created for reimbursable expenses, where the employee is the Vendor.
For non-reimbursables, the Vendor will only match with the merchant, if the merchant name matches the vendor in QuickBooks Desktop exactly. If it doesn't, it will come through as 'Credit Card Misc'.
The trick to getting them to match perfectly is to get your users to set up expense rules to rename their common merchants e.g. any merchant name containing the word 'Target' is renamed to 'Target'.
Answers
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It would be great to be able to create expense rules across the policy, instead of each user. This would allow for us to set the rule to rename common merchants e.g. any merchant name containing the word 'Target' is renamed to 'Target' for ALL users. So that each user doesn't have to do this on their account individually.
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Hi @HHUDSON
Thanks for the feedback!
I've taken a look, and I see that we actually have a growing Ideas post here about that exact request! You can vote directly on that post in order to show your support for that feature. The Ideas area of the community is where our team looks into what features the community wants to see within Expensify the most.
Hope that helps!
