We have multiple Policies set up on Expensify to make it easier for our cardholders. It would be extremely helpful if users were able to sync to our accounting software from the Domain level, as opposed to needing to sync each individual Policy.
Hi @BridgewayCC can you elaborate a little here? When we say 'sync' a Policy, that means update settings.
Expenses need to be on a Report to export them to accounting software, and a Report is controlled by the export settings on the Policy.
Can you explain a little more about the workflow you envisage here?
When I sync a Policy Connection to QBD, it imports the Chart of Accounts, Vendors, etc. from QB to Expensify. However, those things don't change from Policy to Policy. They're syncing to the same Company File, so there's nothing different being synced. Being able to sync once for the Domain and have that apply across the Policies would save a LOT of time for folks who have multiple Policies.
@BridgewayCC unfortunately I don't think that would be possible given how Expensify is structured. Policies are technically not connected to Domains, other than by the person who owns them or as the default in a domain group (if used) or credit card setting (if used).
It sounds like you would be better to have one single Policy if all the settings on the policies are the same.
The settings aren't the same, though. Each cardholder needs access to a different set of Categories and Tags, which is why we set up individual policies. :(
@BridgewayCC I think I'm still not quite following your proposal here but I have taken a look at your setup and I think I can see why you suggest this. Your Policy setup is certainly not ideal, and because there is no AutoSync possible with QuickBooks Desktop it means you have to manually sync.
We recommend that companies use one Policy where possible, either for all users or for groups of users. It's definitely not recommended to set up one Policy per user.
I recommend you consider consolidating your Policies and have everyone use one policy, and learn which coding they need to use.