Will uploaded receipts automatically split between domains?

Tristan_WatsonTristan_Watson Posts: 6Expensify Customer Expensify Newcomer

One person within the company with two different cards, one of the cards is for the primary company and the other is for a subsidiary/offshoot. If that person is registered in both domains with the appropriate card in each domain, is it possible for them to take a photo of a receipt and for it to move to the correct domain automatically?

If not, what does it look like for the end user to swap between policies/domains to upload to the correct location.

Answers

  • Nicole TrepanierNicole Trepanier Posts: 590Expensify Success Coach - Admin Expensify Success Coach

    @Tristan_Watson If the company cards are set up with a default policy in each domain, the reports will be created under the correct policy and receipts will merge with the correct expenses. If the receipt is uploaded prior to the credit card transaction, it will go on an open report under the default policy but once the credit card transaction imports it will merge onto the correct report.

    Let me know if you have any questions!

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