How can I create a rule to always "uncheck" the reimbursable box in every expense?

The default is set to always check the reimbursable box for every expense. How do I set it so the default is unchecked? All my expenses are non-reimbursable.
Thanks

Best Answers

  • RachCHopkinsRachCHopkins Posts: 432 admin
    Accepted Answer

    Hi @tbjsexton Welcome to the Expensify Community!

    If your company Policy needs to be Reimbursable, but your own expenses are not reimbursable, and you don't want to have a new Policy just for you, you can use the Expense Rules to do this.

    Go to Account Settings > Expense Rules and set the 'Merchant name contains' to '.' and select non-reimbursable.

    This will make all expenses non-reimbursable. You can also set it to apply to existing open expenses.

    If you want to change it on the whole Policy, this can be done on Admin > [Policy Name] > Expenses

  • tbjsextontbjsexton Posts: 4
    Accepted Answer

    Thanks! I tried editing the rule earlier, but I did not know you could input "." to select all. Much appreciated.

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