No GL Code on Expense Report
Hello,
We have set up Expensify to see if it will work for us, established our rules, and imported our GL Account Codes with the correct descriptions.
However our reports are being published with only the GL Code description and not the number?
Can the GL Code not be put on the expense report itself once the correct category is chosen?
Ideally the user just chooses the expense category and the GL code is mapped automatically and appears with its correct number on the report.
Thanks
Shad
Answers
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsHello @Shad, welcome to the Community! The GL code will only be shown on the report if it's part of the category name.
You can choose to update the category names if you'd like by heading to your Settings > Policies > Group > [Policy Name] > Categories page.
Cheers!
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@Sheena Trepanier thanks for the tip - what is the point of inputting the actual codes then!
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptions
Hi @Shad, the majority of the time the codes are used when the report is exported to a spreadsheet. The spreadsheet is most often used for deeper analytics outside Expensify or for import into an accounting package that isn't supported with a direct connection.
We've found that the majority of employees don't need GL codes themselves, so it's mostly for the benefits of admins and the accounting department.
Cheers!
