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Can I create custom categories if I'm using smartscan?

julie_mjulie_m Expensify Customer Posts: 1 Expensify Newcomer
edited January 2019 in Day to Day

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

  • Ted HarrisTed Harris Expensify Success Coach - Admin Posts: 362 Expensify Team
    edited December 2018

    Hi @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:

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