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Business Units

JeanK
JeanK Expensify Customer Posts: 2 Expensify Newcomer

Hi - We will be adding additional Business Units to certain individuals in existing policies. There GL / Accounting coding will be changed. What is the best way to handle this in Expensify, as the GL / Accounting coding will need to feed to the correct place? Thanks

JeanK

Answers

  • John Schuster
    John Schuster Expensify Team Posts: 109 Expensify Team

    Hey there, @JeanK! Thanks for starting this discussion!

    Hm, can you elaborate a bit more on how you are currently mapping Business Units for these users? To start, are you integrating with a third-party accounting platform (such as NetSuite or QuickBooks Online)?

    If so, it's likely we'll need to understand how these business units are currently set up in your accounting platform so we can then map these users appropriately.

    If not directly connected, I'll just need to understand how you're importing your current Business Units into Expensify, as well as how they are exporting to your accounting platform.

  • JeanK
    JeanK Expensify Customer Posts: 2 Expensify Newcomer

    Hi John - Very nice meeting you.

    We currently do not use Business Areas and will be adding them in the near future. The Business Areas will be how we want Expensify data to feed to our ERP. Currently, we have several policies assigned to different business entities. We will be moving to one entity different business areas.

    What is the best way to tackle this? How do we separate the data? Should we setup policies for each business area and move individuals as assigned?

    Thanks for your help!

  • Jeremy Boniface
    Jeremy Boniface Expensify Team Posts: 167 Expensify Team

    @JeanK What accounting system are you using? As a note, it might be better to reach out to [email protected] with your question, so we can review the setup directly.

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