Missing GL codes

MMtribeMMtribe Posts: 2Expensify Customer

Hi,

We are missing a whole load of accounts from our chart of accounts that are not syncing from Xero. How do we add these?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,914Expensify Success Coach - Admin Expensify Success Coach

    Hi @MMtribe, welcome to the Community. This is a great question and I'm happy to share resources to help with this.

    First, if your categories are showing up correctly in the policy editor in Expensify, then you will need to make sure that they are not disabled. If they are disabled, your employees will not be able to use these categories in Expensify. So, just enable all of the categories that you want your employees to use.

    If your category isn't disabled, the next thing to confirm if your Xero category is an Expense account type, or has Show in Expense Claims enabled in Xero.

    If the two items above don't resolve this, please let me know!

  • MMtribeMMtribe Posts: 2Expensify Customer

    Thanks Sheena, they were set up as overhead so i've changed and now they're coming through. Thanks.

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