Expensify.org/hunger SNAP campaign status
We’re no longer accepting new participants as our focus is on reimbursing existing claims. While we’re unable to provide a specific timeline on when your report will be reimbursed, we’re doing our best to drive donations and keep reimbursements moving forward. If you know anyone who can donate to this campaign please encourage them to enable Personal or Corporate Karma on their Expensify account.

We're currently experiencing issues with our American Express and Capital One connections. Please visit our status page for more details and to subscribe to updates.

changing an employees name

DougkDougk Expensify Customer Posts: 2

I am the policy admin and I need to change our employees names for purposes of synching with Quickbooks. It will take too long for each employee to make their own change and it is important that the changes exactly match how we have each employee set up in QB. I have not found a way for a policy admin to change an employees name in Expensify, it appears that only the employee can do this. Is this correct or is there a way for the policy admin to do this?

Best Answer

  • Matt ColeMatt Cole Expensify Customer, Expensify Team Posts: 18 Expensify Team
    Accepted Answer

    Hey Doug,

    Couple things:

    1. With mapping users to QuickBooks, we are actually using the email. So long as the email included with the users information in QuickBooks matches that of Expensify, we will map accordingly.
    2. A policy admin does not have the ability to modify first and last names of a user, however they can add and remove e-mails. Conversely, if you would like the user to utilize more than one email under the same account they can add a secondary email, or merge the two. More on that can be found here.
Sign In or Register to comment.