How to make sure expenses import correctly to start

Stevie LaFortuneStevie LaFortune Posts: 6Expensify Customer, Expensify Success Coach Expensify Success Coach

Pre-planning will save time later.  

Take a few minutes to verify and configure some settings,  and you’ll be all set for Schedule Submit to do it’s magic!

Cards importing transactions under your personal settings

Are these your personal cards that should be reimbursable?  


✅Create Expense rules based on the merchant name to automatically set categories, tags, reimbursement, etc. This is a great use case for monthly expenses such as phone, insurance, rent, and subscriptions. You’ll be able to set expenses to automatically generate the correct category, tag, and reimbursable or billable option.

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