How would I set a default tag on all my expenses
rsh
Expensify Customer Posts: 2 Expensify Newcomer
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
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamHi @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.
Cheers!
Answers
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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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Hi @Sheena Trepanier Is this approach still working for you? I swear it worked for us for a time, but am seeing now that it is no longer triggering. Thanks so much!
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Hey @Matt_Jawlik Expense Rules should certainly be working! Have you checked Settings > Account > Expense Rules to confirm that the rules are still set up as Sheena described?
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Thanks @Conor Pendergrast. The issue we found was that this needed to be set up locally for each user vs. being a global rule set up on our admin account. It's a nifty trick, but is really only useful for us if it could apply globally.
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@Matt_Jawlik I checked your policy and it looks like you're using NetSuite - do you have a default for your tags set at the employee record in NetSuite? We should be using that by-default for your tags
