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 merchant name contains" field. (below)
A period is our systems way of recognizing which rules apply to all merchants instead of a specific merchant.
If you'd like to enable default settings for your expenses, you can add an Expense Rule, which will apply pre-configured defaults for new expenses (e.g. category, tag, etc.) based on the merchant name of each expense.
If you'd like to add, edit or delete an expense rule, please follow Settings > Your Account > Expense Rules in the web app. This help doc provides more information on Expense Rules and how they work.
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.