Expensify Errors on Mac
I am wondering if Expensify has issues running on Mac OS? I have a client using Expensify and everything works fine on their Windows PC, but when they move to a Mac, the red garbage can to delete is no longer showing, among other issues.
Is there a solution for this? They have tried multiple browsers, but it looks like difference is the OS system each is using.
Answers
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Hi @Klub
There should not be any difficulty running Expensify on Mac OS - all of our internal Expensify team use Macs too!
It seems strange that their operating system would limit the functionality of Expensify. Can you ensure they are running the latest Mac OS, and send a screenshot in of where they are missing key functionality on their Mac vs Windows?
This will help us diagnose what is going on! Thanks 😊
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Hi Zany,
Here are the screenshots of where the problems are occuring:
- No red trash can is appearing. (screenshot 1 and 2)
- When my client tries to upload a receipt, she gets the "circle of death" for 3-5 minutes each time.
I am following up about the latest version of Mac OS. Any ideas on these problems?
Thank you,
Caleb Stephens
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To delete an expense you will first need to check the box to the left of at least one expense. Also, if these are imported from company cards there isn't an option to delete them, as the assumption is that all company card expenses will need to be reported.
On the receipt upload issue, this isn't something we have had other reports of. Might this be a simple connectivity issue? Is this client having any other issues along those lines?
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That should have been included in the screenshot. She does click on the check box to the left and no red trash can appears.
If she selects the expense and tries to delete that way, there is still no red trash can that appears. (see screenshot #2)
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It sounds like these may be expenses that are locked if they came in from a company card. Is that the case?
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I'm not sure. I have followed up with the client. Is there a way to enable editing of corporate credit card transactions?
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It is a corporate card expense, but it is the split of the expense that the client is trying to delete. Are splits locked as well?
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Great question @Klub! A split expense will inherit the liability settings of the original expense, so if the original expense is locked, the split expense will also be locked.
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Is there any way to edit the split? The client splits the expense to add a sales tax amount. There will be A LOT of splits, which will lead to A LOT of errors. Can there be a work around here?
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@Klub Can you help me understand why the client needs to split the expense to apply sales tax to it?
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They want to categorize the sales tax differently.
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Are you saying that they want to partition the expense into two (or more) parts, and apply different Sales tax rates to each split?
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No. They are taking the expense, and splitting it so part of it can be put to tax and the other to the expense amount.
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They want to take the tax amount out of the expense total to categorize it differently.
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Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamIn which case @Klub it sounds then like you want the tax as a separate expense line item, rather than tax on the same line item - in which case you could just split the expense into Tax and Merchant and apply 0% Tax on both, so instead of one £100 expense with £16.67 tax, it's split:
into two expenses, with £0 on tax both:
Note: Obviously, because tax rates are inclusive you can't create an exclusive 100% tax rate in Expensify, so this is the only way to categorize tax separately.
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Yes exactly, that is what the client is doing, however, we are concerned that a mistake may happen when splitting the expense and the wrong amount will be entered for the split amount. If a mistake happens, there is no way to delete or edit the split expense. Can this setting be removed or personalized?
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@Klub Once you split an expense, it becomes two expenses. If the company select "Personal" Liability on the company card settings rather than "Corporate" they'll be able to delete either of the split portions. As will all imported card transactions, they won't be able to edit the amount without splitting again.
