Expensify allocating reports to the wrong Contact in Xero

Accounts_Etc Expensify Customer Posts: 2

Hi when Expensify sends reports across to Xero, the default contact it is allocated to is a client.

How do I change this?

Best Answer

  • Ted Harris
    Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify Team
    Answer ✓

    Ideally we'd need a bit more detail here for your specific use case, which Concierge can handle if you'd like to reach out. Otherwise, I can confirm here that exported reports are always exported to the contact in Xero that has the matching email address as the report submitter in Expensify.

    If that's not the case for you, please reach out to Concierge with the Report ID, the email of the submitter and a screenshot of their contact record with the same email address and the contact record of the client you've seen the report exported to so we can investigate this for you!