Add GL Account to categories - individual account
ronakshah2000
Expensify Customer Posts: 4
I've been using Expensify for several months, just capturing expenses related to the startup of my business. It's started up now, and I am using an esoteric accounting system in which I've created my chart of accounts. I need to add in a bunch of new expense categories that (in some cases) have a different name and have a GL Account Number.
I cannot figure out how to add a GL Account number to the categories list. It doesn't show up as an option when I try to import categories from a CSV file, and there's no way I can find to add this to categories individually.
I'm on the individual plan - is the issue that I need to be on a Group Collect policy? It is just me so that seems overkill. I spend, submit and approve my own expenses.
I cannot figure out how to add a GL Account number to the categories list. It doesn't show up as an option when I try to import categories from a CSV file, and there's no way I can find to add this to categories individually.
I'm on the individual plan - is the issue that I need to be on a Group Collect policy? It is just me so that seems overkill. I spend, submit and approve my own expenses.
Best Answer
-
To help anyone else who also searches for this, only the Control policy allowed the use of GL Codes associated with categories.
Answers
-
Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 133 Expensify TeamHi @ronakshah2000!
Long story short, yes - you will need a Collect or Control policy in order to connect to an accounting integration and add GL Codes. Check out the pricing page for a full breakdown.
Hope that helps, let me know if you have any other questions!
