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Ability to classify each expense instead of the whole report

pwGSpwGS Expensify Customer Posts: 1 Expensify Newcomer

I wish there was a way to have a class and location for EACH expense instead of having to put a class for the whole report. I have classes and subclasses I need to put in for each expense (now using location for sub classes) and have to add lots of notes for accountant if some expenses in a report are a different class.

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  • Ben FitzBen Fitz Expensify Team Posts: 80 Expensify Team
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    Hey @pwGS — Welcome to the Expensify Community! :blush:

    @tylerzoll Has explained this correctly. This is a configurable option within Expensify. I can see that you currently integrate with QuickBooks Online. If you head to Admin > Policy Name > Connections > QuickBooks Online > Configure and select the Coding tab, you will see the option under Classes to set them either as a Report Field (header level) or as Tag (line-item level).

    Classes are currently set as a Report Field for both of your policies, which is why you need to class an entire report. If you change this to Tag, you will be able to select a class for every individual expense.

    Extra kudos to @tylerzoll for the tip on creating multiple policies if you would like this option to differ for certain groups — great advice! You can edit the coding configurations for each policy depending on the specific requirements you have for those employees.

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