Assign categories to credit card import

MichelleStump

I am using exensify for document management and have connected it to our Brex credit card. How do I assign categories (Meals& ent, travel,etc) for the cardholders to choose when uploading receipts?

Lauren Schurr

Hi @MichelleStump - Thanks for reaching out!

Categories and Tags are dependent on policies in Expensify. As long as you have Categories and Tags enabled on your policy, users will be able to code expenses when they add them to reports on that policy.

For more on Categories, take a look here and for Tags, look here.

MichelleStump

Is there a help desk number I can call? It's not allowing me to create a policy

Lauren Schurr

@MichelleStump - I took a quick look at your account and I can see a Group policy created. If you're running into trouble, just send a message to Concierge from within your account or email [email protected]