Default Expense Settings

John64

The "Rules" workflow applies expense settings based on a particular merchant name or keyword. How can I make an even broader default setting for ALL expenses, such that Tag = Internal, and Reimbursable = Y, as the default.

Michelle Niemi

If you'd like to apply the rule to all expenses, rather than just one merchant, simply enter a period [.] and nothing else into the When the merchant name contains: field. You are also able to apply this rule to previously entered expenses by checking the Apply to existing matching expenses checkbox.

You can find more information on the Expense Rules in this Deep Dive.