Admin Webinar Q&A - 11 December 2018
I have two employees on one policy but both have separate credit cards. Will each have to submit a report or are all those expenses included on one report since it's the same policy?
No, a separate report will be created for each user. Only a single user can contribute to any given report.
Does cash expenses include credit card expenses?
Cash expenses are all expenses not incurred on a company credit card imported to Expensify.
What is the difference between approving at line item level vs. approval at the top of the screen?
Line-item or Guided Review is a way to review expenses one-by-one. Approval at the top of the screen acts as a blanket approval for the entire report.
What if some non-reimbursable expenses are credit card charges and some are bills that need to be paid?
As long as the expenses are properly coded as reimbursable or nonreimbursable, only the reimbursable expenses will be paid!
Will the system automatically know which non-reimbursable expenses should be paid as a bill and which should be imported into a company provided credit card charge?
Yes, as long as they are coded properly. You can designate where you'd like expenses to export under Settings > Policies > [Group Policy Name] > Connections > Accounting Integrations > Configure. If you have company cards, you can map them under Settings > Domain Control > [your domain] > Company Cards."
Company Cards & Domain Control
Can you only link corporate cards if you have Domain Control set up?
Yes, corporate credit card management and reconciliation are only available with Domain Control.