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Account Settings

Can I automate updates to my company’s expense codes?

You can set up SFTP data automation to automatically update your expense codes instead of manually making changes.

To set up data automation:

  1. From the Settings tab, click the Automation tab in the upper right
  2. Click ” View Instructions ” to see detailed steps to send your IT team

Please note, you need to make someone on your IT team an admin temporarily to complete this process.