Sync vendor names with Xero or QuickBooks Online

DanielMosheDanielMoshe Expensify Customer Posts: 2 Expensify Newcomer

Transactions sync with Xero with Credit Card Miscellaneous as the vendor name when there isn't an exact match of that vendor name in Xero. Rules are an option to change vendor names but are setup by individual and cannot be implemented company-wide .

The ability to select a vendor in Expensify that is synchronized with our list of vendors in Xero would address the issue of multiple Starbucks locations each with a unique name showing up on a card statement, for example. Just like accounts are synchronized with Xero, the vendor names could be synchronized to make synchronizing transactions to Xero even more seamless and eliminate the additional step of manually correcting Credit Card Miscellaneous transactions.

2 votes

Gathering use cases · Last Updated


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