Configuration details needed for your Expense Request section

The Expense Request section allows Filevine users to record an expense transaction in Filevine and QuickBooks simultaneously. This can be useful in both contingency and time & billing workflows. The Expense Request section allows for three different transaction types, checks, credit cards, and bills. In order to configure for each transaction type Vineskills will need to know the default category (account) your firm uses for case costs or billable expenses, the default bank account you primarily draft checks from, and the default credit card (payment account) used for case costs or billable expenses. Please note, upon creating a transaction these will be the defaults, however they can be modified in QuickBooks without breaking the integration. 

1) Default Expense Request Category
2) Default Check Bank Account
3) Default Credit Card/Payment Account