Deep Dive: Report fields and your integrated accounting package

Ariel GreenAriel Green Expensify Team Posts: 99 Expensify Team
edited December 2019 in Deep Dive Docs

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] > ReportsReport 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

    Then what?

    Once you've synced your policy and imported your report fields, you can toggle them on and off in your policy settings under Settings > Policies > Group [Policy Name] > ReportsReport Fields.
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