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Credit Card Import - Default Expense Item Fields

GLackermanGLackerman Expensify Customer Posts: 2

It would be great if we could default fields on expense items when items are imported from a credit card. For example we have an Amex card that we use just for Dining & Entertainment expenses. When these items get automatically imported into Expensify we have to go into each expense and set the "Category", "Expense Paid", and "Paid From". It would be great if we can setup so any expense items imported from the Amex card automatically default these items so we do not have to go into hundreds of expenses and fill in these fields. Please help, this is a time consuming nightmare. See example below:

0 votes

Understanding the Issue · Last Updated


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