Can I set up an Expense Rule to apply to ALL merchants?

Tastygoat

Hi all, Is it possible to set it up so all receipts are given a specific tag. I see I can use rules but I have to specify who merchant is but I want ALL receipts to default to a certain tag and I can manually change if necessary.

Sheena Trepanier

Hi @Tastygoat, good question! You can still use the Expense Rules feature you already mentioned but with one slight change.

To have the rule apply to all expenses created in your account, enter a period (".") into the "When Merchant name contains" field. The period (without anything else in that field, tells the system that the rule should apply to all expenses.

I hope this helps!

Tastygoat

Awesome. Thanks heaps :)

Sheena Trepanier

You're welcome!