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ability to merge policies that are created under same subscription
I have a subscription under which I created three separate policies. One for the employees who submitted regular expense reports to be reimbursed and those reports import into QuickBooks as a vendor bill. I had to create to two separate policies for two partners who had personal cards that they used as company cards that the company paid and so these reports had to import into QuickBooks into the credit card account. One of those partners is technologically challenged and even small changes throw him. He has now switched to paying his own credit card and so is submitting his expense reports for reimbursement like everyone else. However, I cannot merge the two policies behind the scenes. I would have to close his policy and invite him to the other policy. If he has to go through the invite process again and set up to which policy he is using, etc. it will be an ordeal. A way around this is to allow for policies under the same subscription to be merged behind the scenes so the users don't have to do anything.