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Auto-sync best practices
For a long time auto-sync was a feature that would import your relevant accounting data, such as your categories, tags, vendors, employees etc, and keep it up to date automatically. But getting your reports exported to your accounting package was a tedious, time-wasting, and manual process.
The good news is that process is now an annoyance of the past. Today, auto-sync can take care of it for you as soon as you final approve the report.
As you probably know, Expensify loves automation and the best practice for using the new auto-sync is to tie it into the entire automated reporting process. From submitting reports, to approving and reimbursing them, we can now automate every step while you sit back and relax.
That being said, we do understand that not everyone’s reporting process is the same so each of these automated features is completely optional.
We’d love to hear your thoughts on the new auto-sync functionality and discuss the different options for making it work for you.