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Policy Level Expense Rules

rpol Expensify Customer Posts: 4 Expensify Newcomer

So far loving your product! It would be cool to be able to create Expense Rules at policy level, we have a lot of users which use the same rule to categorize expenses and merchants. When we start using expensify throughout the company, they will have to create the same rules again and again, some of them are not much tech savvy. In this way an IT guy could create the most common rules for the whole company!

76 votes

Researching solutions · Last Updated

We're interested to learn more about this idea. If you could set any rules (not limited to merchants) what would you do? One easy example is auto categorisation based on merchant; another option might be a tax rate based on category. Thanks and please show your support for this idea if you'd like to see it up for consideration.