Designating Expenses as Billable and/or Reimbursable
Marking a Single Expense as Billable
Defaulting All Expenses as Billable
If you want all of your expenses to default as Billable, go to Settings > Preferences and create an expense rule. Put a period “.” in the When the Merchant name contains box. Then, choose “Yes” for Billable. If you want this to apply to all past expenses as well, check the box for “apply to matching past expenses”.
Marking a Single Expense as Reimbursable
Defaulting Expenses as Reimbursable
In order to default expenses from a specific credit card or bank as Reimbursable, go to Settings > Credit Cards and click “edit” next to the card in question. Then, check the box for “Reimbursable”.
To have manually created expenses default as Reimbursable, follow the same process as above for billable expenses and choose “Yes” for Reimbursable.