Client Re-billing

DNSFilter Expensify Customer Posts: 3

Once initial configuration has been completed, how does one remove the client re-billing option such that a full customer list is not shown as a drop-down option?


  • Matt Moore
    Matt Moore Expensify Customer, Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 132 Expensify Team

    Hi @DNSFilter and welcome to the Community!

    Based on your account, it looks like you're referring to importing your client list from Xero.

    You'll need to disable the tags via Settings > Policies > Group [Policy Name] > Tags to remove them from the list when creating an expense. I can see that you've already done this.

    Let me know if you need further clarification!