Multiple Credit Card Companies

cheyenne Expensify Customer Posts: 6


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?