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Adding expenses to different Policies
I have to capture expenses for 3 different business units (BU). I have setup each business unit as a separate policy. At the end of each week, Expensify is setup to automatically close the report and upload to Quickbooks Online.
The way it currently works, depending on which BU the expense is for, on my phone, i go to Account > Settings > Policies... and select the correct one. I then take a photo of the receipt after which SmartScan does its magic.
What I am hoping to achieve is to make this even simpler.
Is there a way in which, I open the app, take a photo of the expense/receipt... and then in additional information... i use the drop down menu to select the relevant policy. This would make my life so much easier!!!!
(Unless ofcourse there is a better way to capture these expenses that get uploaded to the correct BU automatically)