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Is there a way to tie the expense items to the items paid by the bank?

PattyHall71
PattyHall71 Expensify Customer Posts: 1

We are trying to build a report that ties the bank payment of the credit card to the reported expenses in Expensify? Is there a common reference between the bank and expensify? We use Compass bank?

Answers

  • Jason Li
    Jason Li Expensify Success Coach - Admin, Expensify Team Posts: 227 Expensify Team

    Hi @PattyHall71 - just to clarify, have you imported a credit card to Expensify?

    If so, we offer an automatic merge feature if you SmartScan your receipts. We recommend using the following workflow:

    1. Import your credit card via your Expensify Account (this can be done in your personal account settings, or if it's a company card, your Domain Admin can do this for you).
    2. Paying for a purchase with that card, and SmartScanning your receipt.
    3. Once the SmartScan has completed, a new expense will be created automatically for you!
    4. Once the posted transaction has come through to Expensify, we'll merge the two expenses and your receipt image will be added to the card expense automatically.

    We recommend not submitting your Expenses until the merge has occurred - otherwise you may run into duplicates.

    Please let me know if this isn't what you're after!