Projects in Expensify and XERO

SieveSieve Posts: 3

I am evaluating Expensify at the moment, some good things ... some frustrations. I a definitely not alone in needing to allocate expenses against certain projects. Currently I am looking to hold these in XERO ... but others will use SAGE or Quickbooks. I don’t want to use categories. Also how do I map to nominal codes?

Answers

  • Matt_MooreMatt_Moore Posts: 21 Expensify Success Coach

    Hi @Sieve, and welcome to the Expensify Community!

    Glad to hear about the good things, and I hope we can work on those frustrations!

    You can use tags to track expenses for specific jobs, customers, and projects.

    Here's a doc on coding configurations when you connect to Xero.

    On nominal codes, unless GL codes are included in the actual account name, these will not be visible when using categories or tags in Expensify or on reports.

    If I've misunderstood, please let me know! Cheers.

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