How would I set a default tag on all my expenses

rsh Expensify Customer Posts: 2 Expensify Newcomer
edited August 2018 in Getting Started

For each expense report I've to manually set a custom field called Department for my company. How do I set a default for it for ALL expenses?

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited March 2020 Answer ✓

    Hi @rsh, thanks for circling back to this. If you want to create one rule that applies to every single merchant no matter the name, try entering a period into the "When the Merchant name contains" field. (below)

    A period is our systems way of recognizing which rules apply to all merchants instead of a specific merchant.