Expense Categories as Billable vs Non-Billable (Granular Control)
Does anyone have an idea if within your company or group policy you are able to establish certain expense categories are billable or non-billable by default? This granular control would be extremely effective as opposed to categorizing the entire policy as billable vs non-billable. For example, our company tends to bill certain expenses like airfare, rental cars, and lodging, but does not bill items like software, field supplies, postage, etc. Establishing categories as billable vs. non-billable would result in less user error in our circumstance.
From the following expensify publication, https://docs.expensify.com/en/articles/8284-scheduled-submit-group-policy-level :
"If you want even less manual entry, employees can set expense rules in their account (such as applying a "Meals" category to each Panera receipt) or, as an Admin, you can set default-categorization settings in the policy. We can then set the appropriate categories, tags, and/or billable or reimbursable statuses for you!"