Providing Finance Dept receipts with AmEx invoice
Newbie questions here. I did experiment and research, but no joy yet, and would be very grateful for your help.
My scenario is this:
I am a department head and incur 100+ monthly transactions against a corporate AmEx. I pay the Amex, provide receipts to Finance Dept, and am reimbursed each month. Most receipts come into my department by email. Documenting and tagging the receipts is a horrible timesuck. Expensify sounds perfect.
1/ which personal or business plan fits best?
2/ can I automatically generate a report of receipts corresponding to the month's amex statement?
2a/ I've set up a connection to my AmEx. I don't understand how transactions are being divided into different reports.
3/ I'd like to report on transactions by corporate charge codes (CLIENT-AAA) and functions (WebHosting). When do I use tags vs categories?
4/ Do I treat the transaction receipts as non-reimbursable and the corresponding AmEx statement as reimbursable?
Muddlingin the Wilderness