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why can't expensify default to my name as the "tag" when I'm signed in and entering expenses?

paul_D1paul_D1 Expensify NewcomerPosts: 1Expensify Customer Expensify Newcomer

I have to toggle down every time, is it the end of the world, no. However this is supposed to be about convenience and this is an added step

Answers

  • Sheena TrepanierSheena Trepanier Expensify Success Coach Posts: 1,992Expensify Success Coach - Admin Expensify Success Coach

    Hello @paul_D1, happy to help with this. If you have created a tag that is your name, you can set an Expense Rule to automatically apply that tag to every expense created in your account.

    To do this, navigate to your **Account Settings* (user icon at the top left) > Expense Rules section. From there, create a new rule and enter a period into the textbox "Merchant Name Contains" and select your tag.

    When you use a period in the merchant textbox it tells our system that the rule applies to all expenses created.

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