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Allow setting currency in expense rules

jakeomjakeom Expensify Customer Posts: 1
edited September 2020 in Ideas

Since it is difficult for SmartScan to determine currency when symbols are shared (like $), it'd be incredibly helpful to allow setting currency using expense rules. There are several merchants that I automatically forward invoices for but then need to go in and manually change the currency.

For example: When expense from "DigitalOcean" comes in, mark the currency as "USD $".

2 votes

Understanding the Issue · Last Updated


  • Matt MooreMatt Moore Expensify Customer, Expensify Success Coach - Admin, Expensify Team Posts: 111 Expensify Team

    Hi @jakeom thanks for posting!

    I can see how expanding Expense Rules might be useful - remember to vote for your own idea!

    To clarify how SmartScan determines currency, here's more info if it's helpful in the meantime.

    Our SmartScan parser looks for a unique ISO currency code or unique currency symbol. If one doesn't exist, it populates the amount against your currently active policy default.

    It sounds like you're scanning a lot of receipts outside the policy default currency if you need to manually change it post-SmartScan. It might be helpful to change the default if it's a quick fix like that.

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