Missing GL codes

MMtribe
MMtribe Expensify Customer Posts: 2

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 Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    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!

  • MMtribe
    MMtribe Expensify Customer Posts: 2

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