Require tags and categories for expenses

To require workspace members to add tags and/or categories to their expenses,

  1. Click your profile image or icon in the bottom left menu.
  2. Scroll down and click Workspaces in the left menu.
  3. Select a workspace.
  4. Click Tags or Categories in the left menu.
  5. Click Settings at the top right of the page.
  6. Enable the “Members must tag/categorize all spend” toggle.
  7. If desired, repeat steps 4-6 for tags or categories (whichever you haven’t done yet).
  1. Tap your profile image or icon in the bottom menu.
  2. Tap Workspaces.
  3. Select a workspace.
  4. Tap Tags or Categories.
  5. Tap Settings at the top right of the page.
  6. Enable the “Members must tag/categorize all spend” toggle.
  7. 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.

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