Batching reimbursements

edward_bush_dataikuedward_bush_dataiku Expensify Customer Posts: 1

I think it would be great if Expensify supported batching reimbursement payments so that we have fewer transactions to reconcile in our bank accounts every month. For example, we could approve dozens of reports throughout the week, but then on Friday reimburse all of them in one batched transaction. So in our bank, we'd see one transaction instead of dozens. The idea is to reduce the number of items we need to reconcile each month which could lead to a shorter close. Thanks!

1 votes

Gathering use cases · Last Updated


  • Matt MooreMatt Moore Expensify Customer, Expensify Team Posts: 64 Expensify Team

    Hi @edward_bush_dataiku,

    Thanks for posting an idea! It sounds like a useful one, so it'd be interesting to see if other admins are having the same difficulty. Are you currently connected with an Accounting Integration? Most of our Accounting Integrations have payment reconciliation built in (and our NetSuite connection has a two way flow of information, so the report status is updated in Expensify when a report is paid in NetSuite.)

  • RMPB_DataikuRMPB_Dataiku Expensify Customer Posts: 1
    edited February 27

    Hi Matt!

    We aren't currently connected with a NetSuite integration but certainly interested. The info about the NetSuite integration being push and pull is great to know. Question: If we pay through Expensify, will an Expense Report Payment transaction be pushed to the Expense Report to complete the transaction in NetSuite?


  • Ben FitzBen Fitz Expensify Team Posts: 102 Expensify Team

    Hi @RMPB_Dataiku, thanks for getting back to us!

    That's correct; within the integration, you can enable a feature that automatically marks the Expense Report as paid in NetSuite after reimbursement has completed in Expensify.

    Let us know if you have further questions!

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