how do I set up GL Codes/classes for my employees to select on the expense report

treneav Expensify Customer Posts: 1

Need to setup drop down for GL/classes for the expenses

Best Answer

  • Isabela Stisser
    Isabela Stisser Expensify Team, Expensify Student Ambassador Posts: 200 Expensify Team
    edited March 2020 Answer ✓

    Hey @treneav, thanks for posting to the Community! If you are using an accounting integration such as Xero, NetSuite, or QuickBooks in Expensify, categories and tags must be added on the accounting side first and synced to your Expensify settings.

    Please note that importing your Chart of Accounts is not a setting that can be "opted out" - Categories must come from the connection's Chart of Accounts.

    Once imported you will have the option to enable/disable any Categories - enabled categories will be visible while editing expenses.

    I checked your account and see that your policy is connected to QuickBooks Desktop, please take a look at this help article for more information on Coding configurations in QBD.

    Let me know if you have any questions and I will be happy to help!