Hi, I am new to expense rules. I would like to make a rule that anytime an expense has a specific tag (e.g., customer = 'specific customer'), then the expense is always billable. Is there a way to do that?
@keith_odland thanks for reaching out! Expense rules are really just for vendor names/specific merchants. It is not possible to enforce a customer tag as billable in the product, however, it may be possible to enable this in your accounting integration. If your policy is connected to Xero, QuickBooks Online, NetSuite or Intacct, you can export billable expenses to be invoiced to customers. Are you using an accounting integration?
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