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Maximum # of Transactions per Report???

TStew22
TStew22 Expensify Customer Posts: 1

Hoping someone can shed some light on why Expensify is limiting the total number of transactions per report to 500...I've never had this issue before but am running into it now.

Is there a way to change this setting?

Thx.



Answers

  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin Posts: 148 Expensify Team

    @TStew22 Thanks for reaching out! We put a limit in place, as we found that having such a large amount of expenses on a single report can cause issues when attempting to take actions in the report (i.e. updating categories and tags, exporting to CSV, generating a PDF, etc).

    We recommend creating reports with a smaller amount of expenses to help alleviate any potential issues. Some options include creating reports more frequently (i.e. by day, week, month, or quarter) to help keep things organized while maintaining smaller reports.

    If you have any other questions or need anything else, please let me know, or feel free to reach out to Concierge via your in-app message option or via email to [email protected] Thanks!

  • Daniyelita
    Daniyelita Expensify Customer Posts: 2
    edited January 10

    PLEASE, I am self employed and trying to finish up my 2021 end of year expense report for tax season. This change has made it impossible for me to create an end of the year report to that end - I would have to start over which would take days! I beg you, please get the developers to lift this 500 transaction per report limit so that customers can finish their year-end reports. This is a nightmare for your customers and needs some advance notice!

  • Jason Li
    Jason Li Expensify Success Coach - Admin, Expensify Team Posts: 227 Expensify Team
    edited January 10

    Hi @Daniyelita - welcome to the Community, and thanks for sharing your feedback with us! I'll pass on your feedback to the wider team, but for transparency, this isn't a limit that we'd be looking at changing: as Cortney mentioned in the previous response, it's put in place to mitigate issues.

    If you've already started creating a Report that you think will exceed 500 expenses, you don't need to delete anything and start over. Instead, you can navigate to the Expenses page and select the checkbox next to each expense you wish to move (tip: you can also select all current Expenses by selecting the checkbox next to "Date") and clicking on the "Add To Report" button - this will allow you to add the selected expenses to a new Report.

    Feel free to write to us at [email protected] if you have any further questions!

  • Daniyelita
    Daniyelita Expensify Customer Posts: 2

    Hi Jason, I appreciate the comment and clarification. As a small business owner I have loved using expensify since 2017. Prior to expensify I used another software/app but was not happy with the inability to create my own categories and a sorting process that was less accurate than Expensify. Currently I compile yearly Expense reports but keep my categories the same. By keeping one yearly expense report (rather than several) with different categories I am easily able to compare year to year expenses as well as keep my reports streamlined. With the new 500 maximum of expenses per report this adds a lot more work for users trying to finish up their 2021 expenses on reports that were created before this new limit took effect; I am having to reorganize and recategorize expenses that have not yet been added to 2021. Is there any way your team can give some leniency to this new maximum so that your users can adjust? This is a major change and I just did not see this one coming - no emails or other notifications. If I had gotten those I certainly would have prepared myself. Though it sounds like there is no flexibility for this at Expensify I'd like to plead for a temporary extension so that users like myself can at least finish what we started in 2021 for our taxes. PLEASE! Have some mercy for your customers! I am sure that there are more customers who are just not taking the time to write.

  • IhsanRustem
    IhsanRustem Expensify Customer Posts: 1

    I am furious with this new (and pointless) change!!!! As the above persons mentioned, I have also been using Expensify since its start (I even worked with you guys on a project in Portland in 2018). Each year, I compile my tax returns by putting all of my expenses in a single report - I usually am over 7'00+ expenses. WHY OH WHY do I now need to make two separate reports for 2021? How pointless, and also confusing for my accountant and the tax department.

    PLEASE CHANGE THIS BACK TO HOW IT ALWAYS WAS!!!!!!!!!! Or fix your internal issues - but please do not make life more difficult for us small self employed business people. This is ludicrous