Juggling multiple clients

TacoTime

Hi.  Is there a way to track multiple different client expenses with one account?

Alejandro Paz

Hi @TacoTime ,

Thanks for writing in!

I recommend using tags if you're using Expensify to track expenses from different clients. This will help you filter out expenses by any tag you create, and you can then choose to build your report based on those filtered tags. 

To add tags, head to your Settings > Policies > Individual > [Policy Name] > Tags area and select the Add a Tag option (with a tag that would easily identify your client): 



I hope that helps!