Can I set up expense rules for my employees?
How can an Admin set up Expense Rules for all users at the same time?
Best Answer
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Hi @MarkS thanks for joining and posting to the Community. At this time it's only possible to set up Expense Rules individually in each employee's account.
We do have an Idea post tracking customer support for this feature that you can vote for here. If you can share your use case and upvote the Idea we can make a stronger case to add the feature in the future!
Answers
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@MarkS, this is an idea that I've been hoping for for a while now. My work around for this is that I just ad myself as a Copilot to all of my users when I create their account. I also go through and give them a couple rules after a month or two. Not ideal, but something that works.
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@MarkS, this is an idea that I've been hoping for for a while now. My work around for this is that I just ad myself as a Copilot to all of my users when I create their account. I also go through and give them a couple rules after a month or two. Not ideal, but something that works.
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@tylerzoll Hi Tyler, how were you able to add yourself as a copilot to your users accounts? I would like to do that if possible, but was thinking each user would have to login to his/her own account to set me up as a copilot on their account.
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@tylerzoll thanks for the co-pilot suggestion.
@Sheena Trepanier Once we have co-pilot access, say we have 50 expense rules, is there a way to upload them in bulk?
Machine Learning, let's scale this thing. -
Hi @MarkS. There isn't a way to do that at this time, sorry about that! Just a heads up, I've been closely tracking this request the last couple months since I've seen an uptick in customers talking about it.
I see you already voted for the Idea post, so thank you for that. I'll keep monitoring it and tracking as more use cases are shared.
Thanks!
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Hi Sheena, any update on expense rules that can be applied to all accounts?
It's been a year since we last spoke about this.
thank you!
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Hi @MarkS no movement as yet, but it's still firmly on the radar! It's been bumped by other more pressing needs, but as far as I'm aware it's in the pipeline. 😀
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Given that this discussion has been around for nearly 3 years, is there any progress on this? @Rachael Hopkins
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@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.
