Prepopulate Customer Field?
Godzilla
Expensify Customer Posts: 8 Expensify Newcomer
Often employees will make trips for specific clients. Is there a way to have an expense report prepopulate the customer field for all items on the report?
Best Answer
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Hi @Sheena Trepanier , sometimes. In those cases, the question was asked if the tag could be prepopulated instead of having to type and then choose from the dropdown for the customer on each line item entered.
Answers
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To clarify, we are using tags for customers. When beginning a report for a particular tag, can you assign that tag to all line items from the beginning rather than entering them line by line?
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,364 Expensify TeamHi @Godzilla are your employees submitting reports based on a single customer? So all the expenses on the report would have the same tag?
