Client Re-billing
Options
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?
Answers
-
Matt Moore Expensify Customer, Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 132 Expensify TeamOptionsHi @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!
