Expensify.org/hunger SNAP campaign status
The number of families signing up for reimbursement has vastly outnumbered the limited funds available. Though we’re unable to provide a specific timeline on when your report will be reimbursed, we’re doing our best to drive donations and keep reimbursements moving forward. Rest assured, we’ll review every report that has been submitted per our instructions.
We're no longer accepting new participants as our focus is on reimbursing existing claims. Additionally, as of July 1, 2020, we will no longer accept new report submissions from existing policy members. Thanks for your understanding!
If you know anyone who can donate to this campaign please direct them to Expensify.org/donate.
We're currently experiencing issues with our American Express and Capital One connections. Please visit our status page for more details and to subscribe to updates.
Default Tags for an Employee
It would be helpful to have default tags associated with employees. This could be done under the Admin Tab> Policy> People and Settings. If we could enter default tags for each employee this would help expenses be categorized faster and more accurately. It would probably be necessary to leave the tags editable on an expense at the employee level, but just a default tag would be nice.
Comments
We had to implement something similar, but ended up having to use embedded tags to get this to work.
We have a three segment GL. Office, Cost Center (job department), and account. We added embedded tags for this. It's kind of a pain because our users have to select them every time. I believe if you use stand alone tags instead of embedded tags, expensify should 'remember' their prior selection, and default to it in the future.
Feel free to let me know if you are curious more about how we use this. It was a beast to implement, but if you have stand alone tags/cost centers, it should be much easier for you.
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeNever mind, I'm re reading this and re comprehending. Sorry, month end brain!
Now that I understand your idea better, (adding default tags to the employee level, as your title suggests), I can only get up on my chair and pump my fists YES YES YES.
Even though I wouldn't be able to use this feature since we have to have embedded tags since our GLs are dependent and roll up to different accounts, this would be so helpful from an Enterprise account level for other companies using or considering using Expensify.
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeYes! @tylerzoll is spot on. Love the mock up.
Sticky tag selection is nice, but default is best!
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeAgree with this suggestion. The more default values that can be driven by the source ERP, the better.
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeThis is exactly what I was trying to find. PLEASE Implement it!
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeHey @Daveweez and @dchaffer - Looks like you have commented but not voted! Don't forget to vote!
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeMy users are asking for this and it has my vote.
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeAny progress on this? Would save our team a great amount of time classifying these expenses.
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeWould love this! It would definitely save my time going through each expense making sure my employees expense it correctly.
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up AwesomeWhat is the status of this functionality?
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up Awesome@SWalsh_2019 Because the tag options differ for each company's policy, it's been difficult to find a way to do this that works for everyone. Disabling tag levels creates a wide array of problems.
Employees can set their own default tags by using the Expense Rules feature in their account settings. Rules can be created to apply to all expenses by entering "." in the merchant name field.
- Spam
- Abuse
- Report
0 · Accept Answer Off Topic Insightful Vote Up Awesome