Set default meta data (account, user) when expensing miles from Automatic to Xero

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  • Updated 3 months ago
I use an Automatic Pro to record and export business miles to Xero. The accounting firm I use has given multiple users at the firm access to my account.

When I go to expense/export trips from Automatic to Xero per these instructions, I often forget that I need to set the account and user at the top of the page. Throughout the year I've expensed miles to the wrong account and wrong user in Xero, resulting in an incomplete list of expense claims in my records. We haven't figured out yet how to move the "lost" trips from those other Xero accounts back to mine.

Is there a way, or can there be a way, to set default metadata (specifically account and user) in the interface?
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Posted 3 months ago

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