Multiple Credit Card Companies
Hi,
We're looking at integrating Expensify with Xero to track our credit card users and what they spend. We have two separate credit cards - a Mastercard and a Chase credit card. Occasionally, we will have a user who also uses a debit card from our bank account.
How do we ensure the credit card spend is coded to the correct account when we push the spend through to Xero for reconciliation? I understand assigning the credit cards to the users through Expensify, but how do we ensure the export is done correctly?
Answers
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Follow up, if we end up needing additional policies for this, do we need to pay for a user on each policy twice?
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @cheyenne
You would set up both cards under Domain Control and then map the card to the specific GL account.
You should not need multiple policies, but as long as the Policy Owner is the same for both, you will only be charged once.
I recommend you go to our Company Card Management webinar which goes over this exact material!
