Stop Creating Expenses for Monthly Expensify Fees
I use QuickBooks Online for my business books, and pay Expensify's monthly fees with a business credit card. Every month, Expensify automatically creates an expense for my personal account that I have to recognize and delete. Last month, I was processing expenses too quickly (which is the point of paying for Expensify) and approved this expense for reimbursement. Now I have a big mess to unravel in QBO because of this stupid, unwanted feature. How do I turn this off?
Answers
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Matt Moore Expensify Customer, Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 132 Expensify TeamOptionsHi @ZEGC, thanks for posting to the Community!
There is no way to prevent the Expensify receipt from automatically being added to the Billing Owner's account. You can, however, create an Expense Rule for these particular expenses to ensure they are always marked as non-reimbursable to avoid confusion. Check out this help doc for more information on Expense Rules. Let me know if you have any other questions!
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Thanks @Matt Moore for the reply. That's a bummer, but I'll look into the expense rule. How can I add this as a feature request? It just seems like a silly thing that wasn't thought through in the context of how businesses operate..
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Hi again @ZEGC - To be transparent, we likely won't ever discontinue adding an Expensify billing receipt to a policy owner's account. That's a basic functionality of our product and an in-product paper trail of payment history is more commonly a requirement for most users.
That said, I would suggest creating an Expense Rules so that all of your Expensify billing receipts are added to a report and closed automatically. That way, you won't have to worry about them.
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This is something I would also like to turn off. My expenses are marked as non-reimbursable, but that doesn't prevent them from exporting to QBO, which is creates a duplicate Expense to the one downloaded from the Credit Card feed. Any suggestions for preventing this would be appreciated.
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Hi @cmccann - when creating an Expense Rule for these expenses, you could also have them added to a report named, e.g., "Expensify Bill". Then, when you see this report created, you could close it so that the expenses would not export to QBO.
