Are you receiving SNAP/EBT benefits? The campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP receipt and $50 for getting your COVID-19 vaccine here and join today!

Option to disable/enable ability to edit expense date.

Mikail_Expensify Approved! Accountant Posts: 2 Expensify Newcomer
edited July 2019 in Ideas

It would make a lot of sense to have a feature that you could enable/disable to prevent employees from changing the date of an expense pulled in from a Credit Card feed. Otherwise, every level of user has the ability to influence the period that the expense falls in for the reconciliation. I have dozens of clients dealing with this issue. Employees tend to think that the receipt transaction date should override the populated date from the credit card feed (posting date). Also, anytime an employee has to manually merge an expense, they are given the option to choose the transaction date from the receipt or the posting date pulled in from the feed. This is destroying the efficiency we thought Expensify would provide for our clients reconciliations!

2 votes

Gathering use cases · Last Updated