Image of Sync Filters
DETAILS AND EXPLANATIONS:
Overview: Use this screen to control what type of data syncs. Leaving a field blank will allow ALL to sync. Add filters to limit/specify what data syncs.
Sync projects with the following statuses from BQE to Expensify - Click in the field to see a complete list of project status options options related to projects. Leave this field blank to sync all projects with no regard to status to Expensify. Here is the list of the project statuses:
A special note: BQE Core will only accept expenses, credit card charges, and bills for ACTIVE projects. But, by allowing Completed projects to sync from BQE Core to Expensify, then employees will be allowed to choose Completed projects from the project list in Expensify. When you try to sync transactions to Completed projects in BQE Core, you will receive an error message. If you wish to accept the expense to the completed project, navigate to BQE Core, update the status of the project to Active, re-run the sync, and return the project status to Completed.
Sync expenses with the following statuses from Expensify to BQE - Click in the field to see a complete list of expense statuses from Expensify. Leave this field blank to sync all projects with no regard to bill status in Expensify. Here is the list of expense statuses:
