Deep Dive - FinancialForce PSA/SRP: Tax
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Sheena Trepanier
Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
Tax rates are created in Expensify through the tax tracking feature. We export the tax amount from the expenses. Navigate to Settings > Policies > Group > [Policy Name] > Tax, you can select if you need tax to be billable or non-billable.
Once your options are selected, just click Save to sync the settings and you're ready to start exporting your reports to FinancialForce!
Once your options are selected, just click Save to sync the settings and you're ready to start exporting your reports to FinancialForce!
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