Customer Field is Missing from New Expense

KPeakKPeak Posts: 7Expensify Customer Expensify Newcomer

Hi! When I create a New Expense and mark it as Billable, shouldn't there be a field to enter the Customer? There is no Customer field. I can't find anything about Customers in my account anywhere. Thank you.

Best Answer

  • IsabelaStisserIsabelaStisser Posts: 184 Expensify Success Coach
    Accepted Answer

    Hey @KPeak, thanks for posting to the Community! I checked your account and see that you're currently signed up for the Monthly Subscription and you're not connected to an accounting integration yet (those are available under the Collect and Control policies only.

    Please note that you can import Customers and Projects into Expensify as tags (line level) or report fields (header level) from your accounting package connection. If you subscribe for the Collect or Control plan and connect your policy to an accounting integration, you will be able to customize your preference on your Settings > Policies > [Policy Name] > Connections > Configure > Coding tab.

    Please take a look at this page for more information regarding our plans and features available for each one of them.

    Let me know if you have any further questions!


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