How-to: Change a default policy

Christina Dobryzynski

It's best practice to set a default policy for your Expensify account. This will ensure all reports are submitted to your primary policy.  

You can change your default policy on the web app. To do this, sign-in to your Expensify account on a browser, click on the 'person' icon in the upper left corner of the screen.

Click the policy you'd like to set as the default under 'Use this expenses policy:' Your default policy will have a green checkmark.

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