Deep Dive: FinancialForce FFA Coding Configurations
Options
Kirk Barrett
Expensify Success Coach - Admin Posts: 128 Expensify Team
Company
This is where you can select which company you wish to import information from in FinancialForce.
Chart of Accounts
Prepaid Expense Type and Profit & Loss accounts are imported to be used as categories on each expense.
Dimensions
We import four dimension levels and each had three options to select from:
- Do not map — We won't import these into Expensify, but if you have them set up as defaults in FinancialForce, they will apply to the payable invoice.
- Tags — These are shown in the Tag section of your policy, and employees can select them on each expense created.
- Report fields — These will show in the Reports section of your policy. On reports, there will be a dropdown field, and employees can select one to be applied to the entire report.
Tax
We import in your tax rates from FinancialForce to select on your expenses.
Once your options are selected, just click Save to sync the settings, and you're ready to start exporting your reports to FinancialForce!
Related articles:
- How-to: Connect your policy to FinancialForce PSA or SRP
- How-to: Connect your policy to FinancialForce FFA
- Deep Dive: Configure Export Settings for FinancialForce FFA
- Deep Dive: Configure Advanced Setting for FinancialForce FFA
- How-to: Export to individual GL accounts
- How-to: Export reports to your accounting package
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