Suggest making it easier to find and properly categorize newly entered receipts
Hello, I am trying to figure out how to keep new receipts that I enter from getting lost in the bigger batch so that I can categorize them properly and be sure to add descriptive notes.
Is there a way to keep them from categorizing themselves based on what the last one from that merchant was categorized? I need to be able to find them easily by simply using the "uncategorized" filter or something simple like that.
For example, I constantly have receipts from Home Depot that need to be attributed to different categories... :clean & maint", "repairs", "supplies", etc. I also need to separate them out for different properties, but they all just get thrown in together with a ones which I have already attended to manually, and then I have to scroll through dozens of compeleted (but not yet ready to send) receipts to make sure they get categorized properly.
Help!!
Answers
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Thanks for writing in, @Angie_E! There are two types of auto-categorizing in Expensify. One has to do with card transactions (which you can read about here) and the other has to do with Expensify learning how to categorize certain merchants (which you can read about here).
If you need further assistance or you'd like Expensify to reset the implicit categorization on your account, please send a message to [email protected].
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YES! Thanks Lauren. It worked, and now the program seems to be meeting my needs perfectly in that area. Thanks!!
