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Expensify Expense Reports

edited Jun 2, 2025 2:24PM in Ask A Guru 2 comments

How can I add classes and departments to individual line items on Expensify, I reached out to expensify's support and they said this:

"If you are using an accounting integration in Expensify, categories, tags, and report fields must be added and/or modified on the accounting side first and synced to your Expensify settings. It's not possible to add or modify these directly in Expensify. "

I need to be able to classify the line items transactions correctly before exporting them into Netsuite to ensure they will be going to the correct location. We have multiple policies in Expensify that pay for the bulk of expenses that we then need to further classify into the correct department and class that they belong in.

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