Mass update MCC categories via Excel/CSV upload
Will_at_ATI
Expensify Customer Posts: 5 Expensify Newcomer
Anyone have any experience or knowledge on how to do this? If not, this would be a helpful feature for Expensify to create/allow when a company is onboarding. Manually setting each MCC code's category to match NetSuite is very time-consuming.
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Answers
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Thanks for writing in, @Will_at_ATI! There is not a way to update to MCC categories in bulk in Expensify. Would you mind clarifying why you're taking this action and how it works with NetSuite? If I can understand your use case a bit better, I may be able to offer a workaround. Thanks!
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Thanks, Lauren! That is what I was afraid of. I've just been manually editing any that come through our CC feed as not categorized, going and finding the MCC code used and assigning it myself.
