Rule based on Category not just merchant

PC_Pretorius_375

Hi I would like to be able to make a rule that you can apply a certain rule to a specific category regardless of the Merchant. Thus, say the category is fuel then you make a rule that Tax is 0 for all fuel purchases regardless of where it was purchased.

MartinB

This is definitely something that is needed.

Sheena Trepanier

@PC_Pretorius_375 - don't forget to vote for your own idea!

Rachael Hopkins

Hi @MartinB and @PC_Pretorius_375 don't forget to vote the idea up if you haven't already!

tylerzoll

I like the idea, I know that there have been a few other comments and ideas related to rules (specifically policy wide rules).

jbaxter

Hi @PC_Pretorius_375 I would also like to see this functionality and posted the idea today as well so I'm definetly voting this up!

Jordan_Fr

Hi,

That would be very helpful here as well.

By law, in France, and probably in other EU countries, on some expenses, you cannot deduct VAT. Those expenses can be clearly identified by category.

When liked with Xero, would it be possible to improve Expensify so we can specify per account (category), if VAT must be specified or if it must be considered as Tax Exempt straight away?

Thank you

Regards,

Jenna Hay

We have released this feature! Please check out this Product Update post for more details https://community.expensify.com/discussion/5192/category-tax#latest

Julia

Hi, the status of this idea should be changed. While the product update might fill the need described as the example, there is a number of users who still want and need 'Category' based rules. This only addresses a very unique tax need.

Lauren Schurr

Thanks for your note, @Julia! Just to make sure we're on the same page, there are various rules that can be added to specific categories. You can read about those here. Could you tell me specifically what's missing from that feature that would be useful to you?