Should I run ExpenseConnect inside an entity or at the root level?

That depends. You can choose to do either but not both.


Importing at the root level:

  • All reports will the imported regardless of location
  • All documents will be created at the root level


Importing at the entity level:

  • Only the reports for locations within that entity will be imported
  • Documents will be created in the entity


Once you have decided upon one of these two choices, it is recommended that you edit your subscription record, go to the Advanced tab, and select one of the choices from the Batch Level dropdown. That will prevent accidentally running a batch at the wrong level in the future.

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