Is there a way to have a rule created so vendors are consolidated?
For example, I could care less which McDonalds an employee stopped and got breakfast at while traveling. I don't want 50 different McDonalds I wish there was a wildcard feature to say anything with McDonalds in it defaults to McDonalds as a vendor. I can update one if I bought groceries from McDonalds Food and Drug.
Answers
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I'd like to set this on an ADMIN level because individual employees create their own rules. Would like ADMIN rules to trump employee/user rules.
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@OPaccounting - Hi there! It sounds like you're referring to policy-level expense rules. Currently, the expense rules feature is only available at the account-level, meaning only individual users can set up expense rules.
That said, there's a lot of interest in policy-level expense rules. Check out the idea post here. I'd encourage you to add a +1 to this post. The more interest in the idea, the more likely it is to make on Expensify's feature roadmap.
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Maddy, I'd like to push this forward, it does not seem that the idea is there any longer. Is there anyway to reintroduce this idea for more teams to work on this? Thanks! @Maddy Lewis
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Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 133 Expensify Team
@Craft_Accounting - we're sunsetting the Ideas section so this idea will be paused for now. I recommend keeping an eye out for our new feedback/ideas process we're implementing.