Require tags and categories for expenses
To require workspace members to add tags and/or categories to their expenses,
- Click your profile image or icon in the bottom left menu.
- Scroll down and click Workspaces in the left menu.
- Select a workspace.
- Click Tags or Categories in the left menu.
- Click Settings at the top right of the page.
- Enable the “Members must tag/categorize all expenses” toggle.
- If desired, repeat steps 4-6 for tags or categories (whichever you haven’t done yet).
- Tap your profile image or icon in the bottom menu.
- Tap Workspaces.
- Select a workspace.
- Tap Tags or Categories.
- Tap Settings at the top right of the page.
- Enable the “Members must tag/categorize all expenses” toggle.
- If desired, repeat steps 4-6 for tags or categories (whichever you haven’t done yet).
This will highlight the tag and/or category field as required on all expenses.
Expenses will still be able to be submitted without a tag and/or category even if they are set as required. The submitter and approver will see an orange dot on the expense details alerting them that the tag/category is missing.
