Making Description Required for All Categories
Hello,
I don't seem to have the option to download a CSV of categories so that I can update and make the description required for all of them. I think this may be because our categories are synced via an integration with Sage Intacct.
Is there something I'm missing here, or is there another way to update all categories at once to require a description?
Thanks!
Alana
Answers
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@alana_garcia89 Unfortunately, when you are connected to an accounting integration, we don't have the option to upload a CSV of categories. This feature is locked because changes can cause your Intacct exports to fail. In this case, you will need to required the description on your individual categories. Let me know if you have any questions!
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Thanks Nicole! I'm sure there's a reason why this feature doesn't exist but I'd put this on the wishlist: to have an option to toggle to have descriptions required for all categories, similar to how you toggle to make certain categories visible
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsThat's a great suggestion @alana_garcia89, I like the toggle idea. Feel free to add it to our Ideas category to share the feature request if you'd like!
Cheers!
