Filtering Submitters by a Department

mark_dodsmark_dods Posts: 1Expensify Customer
It would be  very helpful to be able to assign users to a category or department, which you would be able to select when searching for reports for a managers review

Answers

  • Rachael HopkinsRachael Hopkins Posts: 893Expensify Success Coach - Admin, Expensify Team Expensify Success Coach
    Hi @mark_dods, you can achieve this with a Tag and users can use their Expense Rules to set this tag for all expenses.

    I can see you already import your categories and departments - you can use these to filter expenses.

    I would not recommend this as a way for Managers to find the reports they need to Approve. At any point, Managers can check their Inbox for a list of the reports they need to review.
Sign In or Register to comment.