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Choose an export method for, say, company card export
Observe the account selection is not selected
Expected Result:
The following export settings should also be set by default when making a connection to QBO:
Export page
Preferred exporter = [policyOwner]
Date = Export date
Export out of pocket expenses as =
Export as = Vendor bill
Accounts payable = [first applicable account in the list is selected]Note: This select list appears to be completely blank right now, let's fix that
Export invoices as = [first applicable account in the list is selected]
Export company cards as =
Export as = Credit card
Account = [first applicable account in the list is selected]
Then when choosing alternative export options, let's make sure the first applicable account in the list is selected as well:
"Export out of pocket expenses as" alt settings
Export as = Journal entry
Accounts payable = [first applicable account in the list is selected]
Export as = Check
Accounts payable = [first applicable account in the list is selected]
"Export company cards as" alt settings
Export as = Debit card
Account = [first applicable account in the list is selected]
Export as = Vendor bill
Accounts payable = [first applicable account in the list is selected]
Default vendor (if enabled, disabled by default)
Vendor = [first applicable account in the list is selected]
Let's make sure we apply these changes on the "Advanced" page as well where applicable:
Sync reimbursed reports (setting should be toggled on by default) =
QuickBooks bill payment account = [first applicable account in the list is selected]
QuickBooks invoice collections account = [first applicable account in the list is selected]
When someone changes a configuration setting (i.e updates exporting from Credit card to Vendor bill, make sure the value in the push input for the associated account selection is also updated along with the push label change. I.e
Export as = Credit card
Account = Amex Card Account
Export as = Vendor bill
Accounts payable = [first applicable account in the vendor list is selected]
Actual Result:
Only the value in the Preferred exporter list looks to be selected by default on the export settings page
When choosing an export method (i.e Credit Card) the first value in the sub-account that's revealed is not selected
Sync reimbursed reports is not enabled by default on the Advanced page, and the two associated accounts with that setting aren't selected by default either
Previously selected values are not cleared from the push input as the push label updates
Workaround:
Yes, they can select values and change values.
Platforms:
Which of our officially supported platforms is this issue occurring on?
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Version Number: v1.4.66-1
Reproducible in staging?: Y
Reproducible in production?:
If this was caught during regression testing, add the test name, ID and link from TestRail:
Email or phone of affected tester (no customers):
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: @trjExpensify
Slack conversation: https://expensify.slack.com/archives/C036QM0SLJK/p1714060188157459?thread_ts=1714057353.559839&cid=C036QM0SLJK & https://expensify.slack.com/archives/C036QM0SLJK/p1714091531288649?thread_ts=1713799261.297609&cid=C036QM0SLJK
Action Performed:
Expected Result:
Export page
Preferred exporter=[policyOwner]Date=Export dateExport out of pocket expenses as=Export as=Vendor billAccounts payable=[first applicable account in the list is selected]Note: This select list appears to be completely blank right now, let's fix thatExport invoices as=[first applicable account in the list is selected]Export company cards as=Export as=Credit cardAccount=[first applicable account in the list is selected]"Export out of pocket expenses as" alt settings
Export as=Journal entryAccounts payable=[first applicable account in the list is selected]Export as=CheckAccounts payable=[first applicable account in the list is selected]"Export company cards as" alt settings
Export as=Debit cardAccount=[first applicable account in the list is selected]Export as=Vendor billAccounts payable=[first applicable account in the list is selected]Default vendor(if enabled, disabled by default)Vendor=[first applicable account in the list is selected]Sync reimbursed reports(setting should be toggled on by default) =QuickBooks bill payment account=[first applicable account in the list is selected]QuickBooks invoice collections account=[first applicable account in the list is selected]Credit cardtoVendor bill, make sure the value in the push input for the associated account selection is also updated along with the push label change. I.eExport as=Credit cardAccount=Amex Card AccountExport as=Vendor billAccounts payable=[first applicable account in the vendor list is selected]Actual Result:
Preferred exporterlist looks to be selected by default on the export settings pageCredit Card) the first value in the sub-account that's revealed is not selectedWorkaround:
Yes, they can select values and change values.
Platforms:
Which of our officially supported platforms is this issue occurring on?
Screenshots/Videos
2024-04-26_01-51-56.mp4
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CC: @hayata-suenaga @aldo-expensify @s77rt @teneeto @narefyev91 @zanyrenney
Issue Owner
Current Issue Owner: @trjExpensify