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We do field service work, and need to indicate a property location for each entry of time reported. How can we add a property (or location) field for time expenses?
Hi @Brianm1962! Thanks for reaching out! With this, you have a couple of different options. You can set up tags to have various locations listed (instructions here), or you can utilize the Description field on the individual expenses to enter the location.
If you have any other questions or need anything else, please let us know!
@Cortney Ofstad that works great. The instructions helped me find it, as I searched for tags but couldn't figure out where to set them up for individual plans. Thank you.
No worries @Brianm1962 ! You can set them up in your personal policy/individual plan by logging into the Expensify website and navigating to Settings - Policies - Individual - [Policy Name] - Tags.
Feel free to reach back out if you need anything else!