Can i have a single or the same log in account to two different policies?
Can i have a single or the same log in account to two different policies
Answers
-
Hey @MavicC, welcome to the Community!
Great question — you can belong to an unlimited number of policies under a single login, there's no need to create a separate account per-policy.
-
So we have an employee - he is under Policy A (Entity 1) - but have a credit card that's under Policy B (Entity 2) - would this require only a single user name or need to create a different username. My concern now is - the integration on NS - so employee data is under Entity 1. The problem is, the transactions cannot be imported to NS since Credit card is for Entity 2.
-
Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 133 Expensify TeamHmm, I'm not sure I'm understanding the question here. You can report expenses on either policy, i.e. the credit card is not attached to a policy, it is linked to an account. You can change the reporting policy by toggling it at the report level, or at your account level (see this help article here).
You might want to read over our Deep Dive: Company Cardholder 101 as well, as this gives a lot of good information!
Hope that helps, let me know if you have any other questions!
