Splitting Card Expense through CSV Import

Expensifyuser1

We are a corporation with with around 100 entities.

We have different people in the field making single purchases for many facilities in one swipe and than they need to be billed out.

And even our Expensify receipt needs to be billed to around sixty different entities.

A good idea would be to have the option of a CSV import that can be used for the breakdown. Expensify does suport csv imports for other functions and it would be a great addition if they can adapt this in .

i have received a number of inquires asking me if this option is available, as it was available on a previous software that we used.

hoping to see this improvement soon!

Amanda DeWitt

@Expensifyuser1 Could you elaborate on what you are trying to do in a bit more detail? I'm not entirely sure I understand the feature request.

As is, you can upload a spreadsheet of transactions into any account or centrally through the Domain. If you could go over what specifically you're looking to do, it would be greatly appreciated!

Expensifyuser1

OK. So let say someone orders gift cards on Amazon for all the administrators for 1000 each. For all of our buildings there will be a single transaction on the card for 50,000 and then need to be split up so we can bill this out. As of now we will need to manually split it fifty times and choose each building this can be cumbersome and time consuming . It would be great if there was an import option that can be used to split the expense which would include how much per tag and which category/GL it would be expensing.

Amanda DeWitt

@Expense_Reports1 Thanks for the context! I'm not sure if this would be possible in product, particularly if the these separate Admins need to report these transactions in their own accounts rather than having one person report all the purchases. As is, Expensify isn't designed for one person to upload transactions incurred on one card, and deal out/break up the expenses so other users can report them. This isn't something we're planning on changing currently.

Each person that needs to report would need to add the transactions themselves in that case.

If only one person needs to report the transactions, but just make sure each is coded appropriately, they could have their favorite spreadsheet program split the transactions into the appropriate amount and code straight from the spreadsheet. When they go to upload the spreadsheet of transactions, as long as the categories and tags match what is being used in Expensify, they would be automatically coded upon upload. Keep in mind transactions uploaded via spreadsheet won't show a card icon indicating it was incurred on a card, this will only show up for transactions automatically imported on a connected card.

Expensifyuser1

ok we are looking for Transactions that were made on an imported card to be able to split it in this maner.

Can this feature be worked on?

Amanda DeWitt

@Expensifyuser1

I don't understand, it is already possible to split transactions imported from a connected card. You can split it as many times as you wish and it also allows you to code right in the Split expense window.

I'm not sure how CSV upload plays into this feature request. The CSV upload would never be able to update transactions automatically imported from a connected card, it wouldn't be possible.

Expensifyuser1

ok on a previous software, Amex Reconciliation website this feature was available and would be apprciated if it can be added here as well.🙄

HERE IS FOR HOPING!🙂

Rachael Hopkins

Hi @Expensifyuser1 - Sorry for the confusion, but it's still not clear what you are requesting here.

• A CSV import can be uploaded after you have edited transactions, so those transactions can be whatever you want them to be.
• An expense directly imported from a card can generally be split within Expensify.

If your request is different to those two things, do you mind elaborating on how you envisage the feature to work?

Expensifyuser1

so i am referring to the second thing.

My question a transaction needs to be split many times and it will be a big pain to do manually, than it would be helpful to be able to do it through a CSV, which would have all the allocations already in it

Ted Harris

Okay, @Expensifyuser1 - so we're essentially looking at this modal:

And what you're looking for here is a way to upload a CSV to apportion that imported $50,000 spend so that a single person (not multiple people) can code 50 sets of $1k portions of that spend against say, different cost-centres or clients or customers etc?

Is that correct?

@Rachael Hopkins and @Amanda DeWitt are right that this definitely isn't something on our radar right now as I can honestly say it's not something we've ever been asked for in the past. Having said that, this is your idea to go out and sell on the Community and if you can drum up a sizeable amount of support - nothing is out of the question.

Expensifyuser1

you are correct in what i am looking for.

Yoni_GreenspanJuly469099XXXXXX8178 (2).pdf

i will just say that so far three of our employees have asked this week.

and i would use this for our expensify bill that is broken down to 60 entities

see attached

Michelle Niemi

@Expensifyuser1 Thank you for clarifying!

Chuck

I get this a lot as well. I was just asked for this today as an associate needs to allocate expenses over 40 locations. Multiple single line purchases for a program on a large group of locations.

Michelle Niemi

@Chuck Don't forget to cast your vote on this idea to help move it onto our roadmap for future updated.

Chuck

@Michelle Niemi I did. Thanks! Seem to be the only one...

Michelle Niemi

@Chuck Great! Thank you :)