Identifying Expenses

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

Reimbursable, Non-Reimbursable, Billable Expenses

Using the filtering options will allow you to easily look directly into specific expenses.  This is a quick way to see if your expenses are coded as expected. I recommend always starting with a clean slate and resetting your filters to ensure there’s nothing getting in the way from seeing all expected expenses.

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To see all the details of an expense, click to open the expense which will allow you to edit.

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On the Expense page you are also able to tell, by the icon on the expense line, how the expense was created.

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Comments

  • DaveweezDaveweez Posts: 168Expensify Customer Expensify Aficionado

    For the user, the reimbursable/non-reimbursable distinction is confusing. 

    Take away the ability for users to select "Non-Reimbursable" if they don't have a corporate card allocated to them. Instead, give them a "Personal" selection, where it does not get imported to the ERP at all.

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