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.
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 Settings > Your Account > 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
Thanks! I tried editing the rule earlier, but I did not know you could input "." to select all. Much appreciated.
Tricky tricky! Glad that helped.
I followed your instructions on this for our Executive Director, I'm a copilot for him, and it didn't work. I ended up having to create a new policy just for him.