Is there a way for commonly used categories, customers, and classes to autopopulate in the phone app

One of our users is wondering if there is a way to auto populate commonly used categories, customers and classes so that they will auto populate in the phone app? Our Categories section has a LOT of choices as well as the Customers section. Is there a way for each user to "turn off" certain things that they would NEVER use so that they have a limited view of these two sections?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,694 Expensify Success Coach

    Hi @mrsrobinson83, thanks for posting! There isn't a way to force commonly used coding options to appear before any others on the web or in the app, sorry about that! If employees often code the same merchants with the same category and tag, I would recommend Expense Rules which are set up individually and trigger based on the merchant name.

    Regarding the ability to turn off certain coding options, this is controlled by the policy admin and affects all members of a policy equally. This means that if your have a category named "Research" and you disable that category in the Settings > Policies > Group > [Policy Name] > Categories tab, none of the policy members will be able to use that category on any new expenses.

    Using different policies to group employees that need access to the same condensed category or tag list is an option here, but typically companies do this when specific departments or locations need unique coding lists.

    If you have any other questions, let me know!

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