How can I make receipts required?

LisaVos Expensify Customer Posts: 59 Expensify Newcomer
edited January 2019 in Getting Started

We require receipts for every expense. Instead of going through each expense type and selecting manually Required for receipts, how can I set this to a default to all expenses?

Best Answer

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
    edited July 2020 Answer ✓

    Hi @LisaVos - On the main Expenses page Settings > Policies > [Policy Name] > Expenses you can set the receipt required amount to $0.00 and this will require a receipt for everything.

    To make Categories and Tags required, you can do this from the respective page i.e. Settings > Policies > [Policy Name] > Categories - there will be a toggle to make them 'required'.