Are you receiving SNAP/EBT benefits? The Expensify.org/SNAP-VAX campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP receipt and $50 for getting your COVID-19 vaccine here and join today!
Tag & categorize email receipts
Is there a way to provide some tagging or categorization on my emailed receipts. I send 90% of my receipts via email so once a month I end up going into the app and tagging and categorizing all of them. It would be nice if I could put the report name, tags or categories in the first line of my emails and have it read that. It would save me double-processing each one.
Answers
-
When you're tagging and categorizing your receipts, you do have the option to create a rule based on what you're inputting. You could use this to make sure, for example, that all receipts coming in from one merchant in the future are placed in a certain category. You can also input rules ahead of time, or use the implicit categorization feature. Please check out: https://docs.expensify.com/setup-for-submitters/advanced-configuration-for-submitters/expense-rules to see if it will help you.
-
Have you found a good solution for this?