How to correctly handle expenses with multiple xero bank accounts?

CoinChangerCoinChanger Posts: 1Expensify Customer

I have multiple banks with with multiple accounts connected to xero. I added expensify integration into it and all the expenses seems to go into one account. The transactions cannot be matched in other accounts.

In expensify I cannot select which account or source did the expenses come from, all expenses seem to be cash.


How can I get the expenses to the correct account?

Answers

  • Nicole TrepanierNicole Trepanier Posts: 578Expensify Success Coach - Admin Expensify Success Coach

    Hi @CoinChanger! If you are using company cards in Expensify you do have the option to assign a separate account to each card. Otherwise the best option would be to create separate policies for reports that need to be exported to different accounts. Let me know if you have any questions about either option and I'd be happy to help!

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