Multi Level Tagging

ThakshiThakshi Posts: 2Expensify Customer

Hello,


I can't see the "Do you want to use multiple level tags" feature on my company's expense policy. Please advise why?

Answers

  • ChristinaDChristinaD Posts: 8Expensify Success Coach Expensify Success Coach
    edited August 13

    Hi @Thakshi Welcome to the Expensify Community!

    You are not seeing the multiple level tag option because you have connected QuickBooks Desktop to Expensify so all categories, tags, and report fields must be added and/or modified on the accounting side first and synced to your Expensify settings. It's not possible to add or modify these directly in Expensify. 

    You can sync a connection manually at any time by following Settings > Policies > Group [Policy Name] > Connections > Accounting Integrations > Sync Now. That said, once imported, you will have the option to enable/disable any that you don't want to use. This can be done from the respective sections of your policy settings. Let me know if you have any more questions about this!

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