Separate out merchant field and description field into two separate fields

Kevinli08

These two fields are entered in separately by the end user but there is no way to export this data separately to our GL system. For some reason, Expensify decides to group these two fields together and import them together as one field. This creates a lot of friction as companies can no longer group the spend together via a pivot table to analyze spend by vendor/merchant.

Nicole Trepanier

Hi @Kevinli08! Can you clarify how analyzing spend by merchant fits into your accounting workflow and what it's used for? It will help us build a case for this feature in the future.

Kevinli08

Hi @Nicole Trepanier , the merchant field in Expensify is basically the vendor name in our GL system. We typically analyze spend by vendor over time or when we hold budget vs. actual meetings with our VPs, we like to highlight any major spend by a given vendor during that time period. However, since Expensify groups the merchant name and the description together as one field, we can no longer do any vendor spend analysis for any spend through Expensify unless we manually separate out the merchant name with the memo description. Hope this answers your question. Thanks!