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Deep Dive: Auto-categorize card expenses with default categories

Mark LouisMark Louis Expensify Team Posts: 117 Expensify Team
edited July 29 in Deep Dive Docs
If you're importing card transactions, Default Categorization will provide a massive benefit to your company's workflow by automatically coding expenses to the proper GL.
  • Once configured according to your GL, the default category will detect the type of merchant for an expense based on its Merchant Category Code (MCC) and associates that expense with the proper GL account. 

  • This time-saver keeps employees from having to manually code expenses and provides admins with the peace of mind that the expenses coming in for approval are more reliably associated with the correct GL account. 

  • Best of all, this works for personal and company cards alike!

Setting up Default Categories

  1. First, go to Settings and select the group policy that you want to configure.

  2. Go to the Categories tab and scroll down to Default Categories.

  3. Under the Category column, select the account that most closely associates with the merchant group for all groups that apply to expenses that you and your coworkers submit. If you are unsure, just leave the group Uncategorized and the expense will not come in pre-categorized.

Wasn't that fun? You're now on your way to expense automation freedom! 

Default Categories based on specific MCC codes

If you require more granular detail, the MCC Editor gives you even greater control over which MCC Codes are assigned to which Categories. The MCC Editor can be found just below the Default Categories table:

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