Customizing Tags & Categories imported from QBD
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Graham2
Expensify Customer Posts: 1
Hi - is there a way to limit or customize which tags and or categories that are synced from QBD to Expensify ? I want to limit the drop down menu choices for users.
Thanks!
Answers
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Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamOptionsOf course! You can't limit what is imported unless you want to change the account types (see which types of accounts import here).
You can easily toggle on/off visibility for employees via the Settings > Policies > Group > [Policy Name] > Categories > Categories or [Policy Name] > Tags settings:
