My report is grouped by Category. I see the total of expenses by Category but not the associated tax for each Category. How do I see the tax for each Category?
You cannot see a breakdown of tax per category on each report. You'll need to export the report to a CSV to filter and sum this, or simply check each expense.
Only the total tax amount is shown on the report header.
Hi Ted. Thanks for the answer. It would save time if the report showed the tax by category instead of me running an extra report and exporting it. Using Adobe, I still have to add the tax amount by category to each employee's expense report. (Our company requires the tax to be on the actual expense report and not a separate report.) This is so much extra work when the expense report can do the work for me. :(
Do you know why it is that you even need to download the PDF? Expensify should export, usually automatically to something like NetSuite or QuickBooks Online, but to any other accounting platform via CSV where the source of truth lives.
Those systems usually have great reporting functionality, whereas Expensify is the platform for every employee to just get their expenses in and Approved.
It sounds like you might be doing some storing or approval of expenses outside of Expensify, which isn't really the goal of using our software.
The expense reports are approved locally, but we are foreign-owned company. Our foreign owners and their auditors require to see an expense report for each employee every month with proof of all the expenses by seeing the receipts. They also need to see the tax by category, so I add this amount to the PDF before uploading to their cloud.
Ahh, so what you can do is simply add these foreign owners and auditors to the policy you're submitting on as an Auditor. That gives them full rights to see and export your reports as they see fit: https://community.expensify.com/discussion/5648/deep-dive-policy-users-and-roles
That is a good option, and I did suggest it a year ago. However, they still want me to file expense reports in their cloud system and they don't care if it is extra work for me to add the tax by category. I truly love Expensify as it meets all my other needs. I just wish I could get the tax by category to appear beside the total expense by category on the report.
Oh no, I'm sorry to hear that (well, not the but about loving Expensify of course!) but that they're no willing to use Expensify as intended.
The only thing I could suggest is splitting your reports by category and creating multiple reports, such that the tax that is shown on the report is the category total.
I doubt that's less work for me. If you asked your programmer, what I'm asking for might not be much work. Just add the tax total beside the category total. Boom, done!
Ted, thanks for your time today and for hearing me out.
No worries @VisionRx - appreciate you bringing some ideas to the table!
As the years go by, I still can't get Expensify to do this simple request. However, I was told that Concur does it, so I'm looking into that now.
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