Can I make Merchant name NOT mandatory?

Alina_D

I looked everywhere in settings - could not find it, is it possible?
Also, can we make expense rules based on other things than merchant name, for example - GL acc or other

tylerzoll

@Alina_D, I believe that merchant name is always required. Could you give a use case where you would want to create a rule based off of a GL account? Generally the GL account would be what the rule would adjust.

Alina_D

@tylerzoll For example: if the employee chooses the category Dining, the rule would automatically adjust claimable taxes to 50% (because its the rule for us). Since our employees eat in various restaurants, the rule based on merchant is useless

Sheena Trepanier

Thanks for the extra info @Alina_D, sadly this isn't possible at this time. Currently, expense rules can only trigger off the merchant name of the expense.

Cheers!