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?
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.
Thanks Aaron for your quick response. I actually did try that but I do NOT want to configure every single merchant. Is there a way to NOT provide the merchant name? The 'Department' in my case will be the same across any merchant.
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