Expensify.org/hunger SNAP campaign status

The number of families signing up for reimbursement has vastly outnumbered the limited funds available. Though 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. Rest assured, we’ll review every report that has been submitted per our instructions.

We're no longer accepting new participants as our focus is on reimbursing existing claims. Additionally, as of July 1, 2020, we will no longer accept new report submissions from existing policy members. Thanks for your understanding!

If you know anyone who can donate to this campaign please direct them to Expensify.org/donate.

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.

Best Practice for Reports and Tag Stucture for self-employed

JJLond0nJJLond0n Expensify Customer Posts: 13 Expensify Newcomer

Hi there,

I have just joined and I wondered if anyone here is self-employed and using expensify for both business and personal expense tracking?

I am new here and trying to work out the best structure between reports and tags.

I will be sending my business data into Xero.

A couple of my credit cards do not have direct feeds here, so I'm wondering if they need tags to make reconciliation easier?

I'll post again when I've watched the video, but I just wanted to get topline thoughts and I'm sure I'm not alone here so I figured someone else might already have done this?

Thank you all in advance!

best, Jenni

Best Answer

  • Cortney OfstadCortney Ofstad Posts: 98 Expensify Team
    Accepted Answer

    Hi @JJLond0n! Thanks for reaching out and welcome! The Community is a great place to connect with other customers on learning their tips and tricks for using Expensify.

    However, in the meantime, I've gathered some information on the points you provided. first, in regards to reports and tags, tags are applied to specific expenses within a report to help classify it further, beyond categories.

    With Xero, categories and tags are imported into Expensify from your Xero account. More information on this can be found here.

    In terms of reconciliation, this can be handled a couple of different ways. For example, you could use tags to help organize those expenses when exporting to Xero, or you can also create separate policies (one for each card) in Expensify, so they export to their own appropriate account in Xero for easier reconciliation. For this, I also recommend reaching out to [email protected] with your specific details, so we can find the option that will best work for your needs.

    Thanks again for taking the time to write in, and if you have any other questions or need anything else, please let me know!


Sign In or Register to comment.