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?
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'.
...and how do I make Classes Required with each expense as well?
Ok! Thank you Rachael! All set!
©2008-2023 Expensify, Inc.
©The Expensify Visa® Commercial Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may not be used at all merchants that accept Visa cards. Apple® and the Apple logo® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.