Can I create custom categories if I'm using smartscan?
I have added categories to my policy list, but when I go to assign a receipt to these, they do not appear in the drop down.
Answers
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Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamHi @julie_m - welcome to the Community! It's great to have you here.
Essentially, this will entirely depend on which Policy you have selected. As Expenses are reported against a specific policy, only those Categories will appear selectable when the expense is on a report.
For example, if you have updated the Categories from your Settings > Policies > Group > [Policy Name] > Categories and Tags page, but you're adding reports on a Group Policy, you will only see your Group Policy Categories & Tags listed.
If these are yet to be reported, you'll only see the Categories (and tags) for the Policy you're defaulted to - visible from your Account Settings dropdown menu or the Policies page:
