How To: Upload your Accelo Project Codes as Tags in Expensify

Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 780 Expensify Team
edited May 2020 in How-to Docs

Once you have connected Accelo to Expensify, the next step is to upload your Accelo Project Codes as Tags in Expensify.

If you have a direct integration in place with Xero or QuickBooks Online, you’ll need to upload your Project Codes by appending your tags.

Go to Settings > Policies > Group > [Policy Name] > Tags and click on “Append Tags” to upload your Project Codes via a CSV:

Related Articles:

Tagged:
Sign In or Register to comment.