How do I make all of my expenses have the same department?

JLongley8282
JLongley8282 Expensify Customer Posts: 1 Expensify Newcomer

How do I make all of my expenses have the same department? My company switched tags and I am doing it one by one now. Thanks!

Answers

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    Hi @JLongley8282 - welcome to the Community! You might find this thread useful, since it covers this question already.

    The quick answer though, is to create an Expense Rule that will automatically apply the same department to all of your expenses. To do this, navigate to your Settings > Account Settings > Expense Rules tab, and create a New Rule. Be sure to use a period in the "When merchant name contains" field to tell the rule to apply to all expenses. Then set the department tag you want to be the default and save the rule. (below)

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

    Cheers!