From dd5d90cebaaf17a7fbb6c17176198df774059a19 Mon Sep 17 00:00:00 2001 From: Sonia Liapounova Date: Tue, 24 Oct 2023 04:32:10 -0700 Subject: [PATCH 1/6] Create Fringe-Benefits.md --- .../Fringe-Benefits.md | 43 +++++++++++++++++++ 1 file changed, 43 insertions(+) create mode 100644 docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md new file mode 100644 index 000000000000..d76b6e413840 --- /dev/null +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md @@ -0,0 +1,43 @@ +--- +title: Fringe Benefits +description: How to track your Fringe Benefits +--- +# Overview +If you’re looking to track and report expense data to calculate Fringe Benefits Tax (FBT), you can use Expensify’s special workflow that allows you to capture extra information and use a template to export to a spreadsheet. + +# How to set up Fringe Benefit Tax + +## Add Attendee Count Tags +First, you’ll need to add these exact two tags to your Workspace: +1) Number of Internal Attendees +2) Number of External Attendees + +These tags must be named exactly as written above, ensuring there are no extra spaces at the beginning or at the end. You’ll need to set the tags to be numbers 00 - 10 or whatever number you wish to go up to (up to the maximum number of attendees you would expect at any one time), one tag per number i.e. “01”, “02”, “03” etc. These tags can be added in addition to those that are pulled in from your accounting solution. Follow these [instructions](https://help.expensify.com/articles/expensify-classic/workspace-and-domain-settings/Tags#gsc.tab=0) to add tags. + +## Add Payroll Code +Go to **Settings > Workspaces > Group > _Workspace Name_ > Categories** and within the categories you wish to track FBT against, select **Edit Category** and add the code “TAG”: + +## Enable Workflow +Once you’ve added the two tags (Internal Attendees and External Attendees) and added the payroll code “TAG” to FBT categories, you can now contact Expensify at concierge@expensify.com and send through a request to enable the FBT workflow. Please send through the following request: +>“Can you please add the custom workflow/DEW named FRINGE_BENEFIT_TAX to my company workspace named ?” +Once the FBT workflow is enabled, it will require anything with the code “TAG” to include the two attendee count tags in order to be submitted. + + +# For Users +Once these steps are completed, users who create expenses coded with any category that has the payroll code “TAG” (e.g. Entertainment Expenses) but don’t add the internal and external attendee counts, will not be able to submit their expenses. +# For Admins +You are now able to create and run a report, which shows all expenses under these categories and also shows the number of internal and external attendees. Because we don’t presume to know all of the data points you wish to capture, you’ll need to create a Custom CSV export. +Here’s an example of the Excel formulas to use to report on attendees: +- `{expense:tag:ntag-1}` outputs the first tag the user chooses. +- `{expense:tag:ntag-3}` outputs the third tag the user chooses. + +Your expenses may have multiple levels of coding, i.e.: +- GL Code (Category) +- Department (Tag 1) +- Location (Tag 2) +- Number of Internal Attendees (Tag 3) +- Number of External Attendees (Tag 4) + +In the above case, you’ll want to use `{expense:tag:ntag-3}` and `{expense:tag:ntag-4}` as formulas to report on the number of internal and external attendees. + +Our article on [Custom Templates](https://help.expensify.com/articles/expensify-classic/insights-and-custom-reporting/Custom-Templates#gsc.tab=0) shows you how to create a custom CSV. From b4e797866242f110b76f82f6ad84d214edccb076 Mon Sep 17 00:00:00 2001 From: Sonia Liapounova Date: Wed, 1 Nov 2023 07:57:19 -0700 Subject: [PATCH 2/6] Update docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md Co-authored-by: Akinwale Ariwodola --- .../insights-and-custom-reporting/Fringe-Benefits.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md index d76b6e413840..b2b60e9c56d7 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md @@ -27,7 +27,7 @@ Once the FBT workflow is enabled, it will require anything with the code “TAG Once these steps are completed, users who create expenses coded with any category that has the payroll code “TAG” (e.g. Entertainment Expenses) but don’t add the internal and external attendee counts, will not be able to submit their expenses. # For Admins You are now able to create and run a report, which shows all expenses under these categories and also shows the number of internal and external attendees. Because we don’t presume to know all of the data points you wish to capture, you’ll need to create a Custom CSV export. -Here’s an example of the Excel formulas to use to report on attendees: +Here is a couple of examples of Excel formulas to use to report on attendees: - `{expense:tag:ntag-1}` outputs the first tag the user chooses. - `{expense:tag:ntag-3}` outputs the third tag the user chooses. From 4bf45dbaa78d0189dff402783762d0974cf7e28e Mon Sep 17 00:00:00 2001 From: Sonia Liapounova Date: Wed, 1 Nov 2023 07:57:41 -0700 Subject: [PATCH 3/6] Update Fringe-Benefits.md --- .../insights-and-custom-reporting/Fringe-Benefits.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md index b2b60e9c56d7..d218c97bced4 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md @@ -27,7 +27,7 @@ Once the FBT workflow is enabled, it will require anything with the code “TAG Once these steps are completed, users who create expenses coded with any category that has the payroll code “TAG” (e.g. Entertainment Expenses) but don’t add the internal and external attendee counts, will not be able to submit their expenses. # For Admins You are now able to create and run a report, which shows all expenses under these categories and also shows the number of internal and external attendees. Because we don’t presume to know all of the data points you wish to capture, you’ll need to create a Custom CSV export. -Here is a couple of examples of Excel formulas to use to report on attendees: +Here are a couple of examples of Excel formulas to use to report on attendees: - `{expense:tag:ntag-1}` outputs the first tag the user chooses. - `{expense:tag:ntag-3}` outputs the third tag the user chooses. From 2a4b05a6f25e4223a8eed3fe0bbe8870b4d4d7bc Mon Sep 17 00:00:00 2001 From: Sonia Liapounova Date: Wed, 1 Nov 2023 07:58:11 -0700 Subject: [PATCH 4/6] Update docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md Co-authored-by: Akinwale Ariwodola --- .../insights-and-custom-reporting/Fringe-Benefits.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md index d218c97bced4..c13c75e56d2a 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md @@ -8,7 +8,7 @@ If you’re looking to track and report expense data to calculate Fringe Benefit # How to set up Fringe Benefit Tax ## Add Attendee Count Tags -First, you’ll need to add these exact two tags to your Workspace: +First, you’ll need to add these two tags to your Workspace: 1) Number of Internal Attendees 2) Number of External Attendees From bc496a8633a832c4c52a49da6c0ae28060e4f06d Mon Sep 17 00:00:00 2001 From: Sonia Liapounova Date: Wed, 1 Nov 2023 07:59:24 -0700 Subject: [PATCH 5/6] Update docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md Co-authored-by: Akinwale Ariwodola --- .../insights-and-custom-reporting/Fringe-Benefits.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md index c13c75e56d2a..0ffb88740f19 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md @@ -18,7 +18,7 @@ These tags must be named exactly as written above, ensuring there are no extra s Go to **Settings > Workspaces > Group > _Workspace Name_ > Categories** and within the categories you wish to track FBT against, select **Edit Category** and add the code “TAG”: ## Enable Workflow -Once you’ve added the two tags (Internal Attendees and External Attendees) and added the payroll code “TAG” to FBT categories, you can now contact Expensify at concierge@expensify.com and send through a request to enable the FBT workflow. Please send through the following request: +Once you’ve added both tags (Internal Attendees and External Attendees) and added the payroll code “TAG” to FBT categories, you can send a request to Expensify at concierge@expensify.com to enable the FBT workflow. Please send the following request: >“Can you please add the custom workflow/DEW named FRINGE_BENEFIT_TAX to my company workspace named ?” Once the FBT workflow is enabled, it will require anything with the code “TAG” to include the two attendee count tags in order to be submitted. From a2d1f4f77269eb1925dcaada772bf9c42e0e17fc Mon Sep 17 00:00:00 2001 From: Sonia Liapounova Date: Wed, 1 Nov 2023 08:01:34 -0700 Subject: [PATCH 6/6] Update docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md Co-authored-by: Akinwale Ariwodola --- .../insights-and-custom-reporting/Fringe-Benefits.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md index 0ffb88740f19..267c938a3edf 100644 --- a/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md +++ b/docs/articles/expensify-classic/insights-and-custom-reporting/Fringe-Benefits.md @@ -40,4 +40,4 @@ Your expenses may have multiple levels of coding, i.e.: In the above case, you’ll want to use `{expense:tag:ntag-3}` and `{expense:tag:ntag-4}` as formulas to report on the number of internal and external attendees. -Our article on [Custom Templates](https://help.expensify.com/articles/expensify-classic/insights-and-custom-reporting/Custom-Templates#gsc.tab=0) shows you how to create a custom CSV. +Our article on [Custom Templates](https://help.expensify.com/articles/expensify-classic/insights-and-custom-reporting/Custom-Templates#gsc.tab=0) shows how to create a custom CSV.