Categories not defaulting to Policy

ChialeahChialeah Expensify Customer Posts: 1 Expensify Newcomer

I have one employee in a policy that is not defaulting to the Policy Categories and I can't figure out why. Nothing in his settings is different from another employee I compared and hers is fine.

Answers

  • JuliaJulia Expensify Customer Posts: 198 Expensify Pro

    Do you have multiple policies? Is there a chance they created their own Expensify account a while back and it is defaulting to the policy associated with that one?

    To double check, I recommend they click the blue person icon on the top right side of their screen. Then double check if it has any other policies available, and if your primary policy is selected.

  • rgondorgondo Expensify Customer Posts: 41 Expensify Admirer

    We have many people in our company who work across multiple subsidiaries, which means they'd be constantly switching between policies. Is there a way to auto-select or prompt them to choose the policy based on the company?

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 2,153 Expensify Team

    Hello @rgondo, thanks for the info! If you have employees working under multiple policies and coding expenses using different sets of categories and tags, we recommend waiting to code expense until they are on a report tied to the policy they should be submitted under.

    Since each report belongs to a policy, the expense on that report can only be coded with categories and tags from that specific policy.

    I hope that helps!

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