How would I set a default tag on all my expenses

rshrsh 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 TrepanierSheena Trepanier Posts: 2,129 Expensify Success Coach
    edited August 2018 Accepted 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 merchant name contains" field. (below)

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

    Cheers!

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