For the Policy Administrator using the Group Control Policy, what is the difference between the two when setting up a policy? Are sub-categories the same as tags?
Hello @eharrietha, welcome! Categories and tags can be used for whatever extra information you need to capture on an expense.
Generally though, the category is used as the chart of accounts or GL codes, from your accounting package.
Tags, which can be one or more levels of unique tags, generally capture the department, class, or location of the expense.
You can learn more about categories and tags in our Help Center. I'll share a couple articles I think you might be interested in and hope it helps!
Policy categoriesPolicy tags
We use Category for the GL account we will be using in our accounting software system.
For Tag we use it as a way to know if an employee needs to be reimbursed by the company (reimbursable), or if the company needs to be reimbursed by the employee (billable).
Hi @Sheena Trepanier Can I use categories if i have 2 companies. one in the US and the other in the UK? For instance, should i create 1. Office supplies - US and 2. Office supplies -UK?
That is an option! Another option, if the two companies have entirely different lists of categories, is to create a separate policy for each company. There is no charge for having an additional policy. You would just want to make sure all policies are owned by and being billed to the same Expensify account to prevent any potential unintended double charges. As long as all policies are owned by the same user they are considered to be part of the same company.
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