Deep Dive: Report fields and your integrated accounting package
Report fields are a really great way to capture information about a specific report custom to your organization and its needs. Examples of ways our customers typically use report fields are to designate a specific project, business trip, client, location — the possibilities are endless!
If you are not integrating Expensify with an external accounting package, then you can set up your report fields directly within Expensify by navigating to Settings > Policies > Group > [Policy Name] > Reports > Report Fields.
However, if you integrate Expensify with your accounting package, the process looks a little different. You'll need to create your report fields within your accounting software, and then they will be pulled into Expensify the next time you sync your policy.
Let's take a look at how the process looks by accounting package.
Sage Intacct
To select how a specific field imports to Expensify, head to Settings > Policies > Group >[Policy Name] > Connections > Accounting Integrations > Sage Intacct > Configure > Coding.
Here are the Intacct fields that can be mapped to a report field within Expensify:
- Classes
- Customers
- Departments
- Locations
- Projects
- User Defined Dimensions (UDDs)
NetSuite
To select how a specific field imports to Expensify, head to Settings > Policies > Group >[Policy Name] > Connections > Accounting Integrations > NetSuite > Configure > Coding.
Here are the report-level classifications from NetSuite that can be mapped as a report field within Expensify:
- Customers
- Projects
- Departments
- Classes
- Custom segments
QuickBooks Online
To select how a specific field imports to Expensify, head to Settings > Policies > Group >[Policy Name] > Connections > Accounting Integrations > QuickBooks Online > Configure > Coding.
Here are the QuickBooks Online fields that can be mapped as a report field within Expensify:
- Classes
- Customers/Projects
- Locations
QuickBooks Desktop
To select how a specific field imports to Expensify, head to Settings > Policies > Group >[Policy Name] > Connections > Accounting Integrations > QuickBooks Desktop > Configure > Coding.
Here are the QuickBooks Desktop fields that can be mapped as a report field within Expensify:
- Classes
- Customers/Projects
Xero
To select how a specific field imports to Expensify, head to Settings > Policies > Group >[Policy Name] > Connections > Accounting Integrations > Xero > Configure > Coding.
Here are the Xero fields that can be mapped as a report field within Expensify:
- Tracking categories
