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Expensify Card - split expenses into multiple categories
The Expensify Card is new, but it does not support splitting expenses into multiple categories. The functionality is there, and I assume it works with other cards. Please consider adding the basic functionality to Expensify Card expenses. Thanks.
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6 · Accept Answer Off Topic Insightful 4Vote Up 2AwesomeHey @srehbein1!
Thanks for the feedback! Definitely something that would be a great addition to the Expensify Card! If you haven't already, be sure to vote on this post so we can have a better idea of the demand.
Let me know if you have any other questions!
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4 · 1Accept Answer Off Topic Insightful 4Vote Up AwesomePlease, please, please add this.
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4 · Accept Answer Off Topic Insightful 4Vote Up AwesomeThis function is critical to my team's use of Expensify. Splitting expenses is essential to our bookkeeping process because of the way we budget for multiple locations and subsets within our organization.
If we can't do this with the Expensify card, we will almost certainly go back to our old method of using our old credit card company and importing the credit card statements into reports. This wasn't a bad process necessarily, but we had high hopes for the more streamlined functionality the Expensify cards would bring.
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8 · Accept Answer Off Topic Insightful 8Vote Up AwesomeThis is a feature that our company uses extensively. Not having this functionality is a major set back in our Expensify experience. We have had to go back to our old Master Cards for a few employees because of how often they use the split feature. This oversight needs to be corrected ASAP!
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3 · Accept Answer Off Topic Insightful 3Vote Up AwesomeI suppose I can't vote again, but I totally agree with Dynamix_WW and continue to be mystified that this fundamental feature is not available. Thanks.
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1 · Accept Answer Off Topic Insightful 1Vote Up AwesomeThe ability to split expenses for Expensify Card charges is not just a nice to have feature, but essential. Hopefully, this will not take a year to implement. This needs to be corrected ASAP, if not sooner please.
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6 · Accept Answer Off Topic Insightful 6Vote Up AwesomeAs others have stated, this is not just a want, but a definite need.
Please implement ASAP!
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3 · Accept Answer Off Topic Insightful 3Vote Up AwesomeThanks for your feedback and use-case scenarios everyone! As Amanda mentioned, the Expensify team are continuing to track demand for this feature - we appreciate everyone's input here!
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThe ability to split credit card transactions into multiple categories is an essential function of our accounting system, so the Expensify card is of no value to use without this capability. Therefore, I am displeased that Expensify will begin assessing a surcharge to process non-Expensify credit cards.
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2 · Accept Answer Off Topic Insightful 2Vote Up AwesomeTracking demand for adding back functionality that should have been included in the first place seems odd...
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThis seems like functionality that should have been included in the first place. If it can be done for transactions coming from existing credit/debit cards, it seems like it should have been part of the Expensify card transaction functionality.
At any rate, this needs to be implemented ASAP.
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6 · Accept Answer Off Topic Insightful 6Vote Up AwesomeAt some point we will need to get rid of our Expensify Cards if this isn't added. Thank you.
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3 · Accept Answer Off Topic Insightful 3Vote Up AwesomeWe just switched our business credit cards to the Expensify card for the added functionality and were disappointed to find that splitting expenses to different categories was actually a function that had been taken away by using the Expensify card. You would think the most functionality would be given to the Expensify card user. We will be weighing the pros/cons to decide if going back to another card is better.
We hope you can add this functionality so we do not need to do that!
Thanks!
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1 · Accept Answer Off Topic Insightful 1Vote Up AwesomeI just came across this topic while researching the new Expensify Card and I agree that the ability to split expenses is vital. I offer some suggestions for Expensify to consider:
Is there a way you can enhance the Expensify experience so that the original transaction retains the original amount, for the purposes of records and reconciliation?
But separately, offer the ability to have different "line items" for the transaction for accounting purposes. This is the most common method used in accounting systems and works really well. That way we an have multiple amounts, categories, classes, descriptions, etc. all while leaving the original transaction record intact.
That way you are not actually splitting the actual transaction record, but only the sub-sections for accounting purposes.
Thoughts?
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3 · Accept Answer Off Topic 1Insightful 2Vote Up AwesomeWow @the_jason great ideas there - love it! Thanks for contributing to the conversation!
My initial thoughts are it could take some exploration of what would happen at the accounting integration ends, but I like where you're going with this!
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1 · 1Accept Answer Off Topic Insightful Vote Up 1AwesomeWe would absolutely need to be able to split expenses using the Expensify card. The whole point is ease of use for our employees - if we can't split expenses that adds up to more work for them, not less. Could be a deal breaker for sure
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHi @STBCoffice19 👋
If you haven't already, be sure to vote on this post so we can have a better idea of the demand. My team is looking into this as we speak!
Thank you!
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3 · Accept Answer Off Topic Insightful 3Vote Up AwesomeIf users are able to "Split expenses" before we started using the Expensify Card, it would follow that we should have the same functionality for Expensify card transactions as well - for all the tactical reasons outlined by my colleagues. Philosophically, any functions available to the users before switching to the Expensify card should be available for Expensify card users as well
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2 · Accept Answer Off Topic 1Insightful 1Vote Up AwesomeYes, this really needs to be included ASAP. How do I vote on this topic? I see it on the comments but not on the original
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0 · Accept Answer Off Topic Insightful Vote Up Awesome@acsmilesconsulting Are you having a hard time voting by clicking the up-arrow at the top of this post?
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeSplitting cost codes is not a want, it's a need. I purchase for several different cost codes with our Expensify card. I have to make several different purchases/transactions to divide cost codes. I was able to use the split function when I used our business credit card. Thank you!!
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeI could really use the ability spilt costs from one expense not only into different categorizes, but also different tags. We do manufacturing and one bill usually has parts for different customer builds. This would be a HUGE time saver. I'm currently having to import the expense under a generic customer and then allocate manually. Thank you!
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0 · Accept Answer Off Topic Insightful Vote Up Awesome