Defaulting an Expense Type for a specific Receipt with Expenseit

[LuisCastro]

Hello everyone,

We have implemented Expenseit in our system last year and are looking for a solution to a new problem we have.

Basically we would like to "trick" expenseit into being defaulted to one expense type, for one specific receipt.

Does anyone know if there is any way to do this? Also if I upload the PDF (receipt) and manually change it into the expense type in question, will expenseit eventually learn this?

Thank you very much in advance!

Best regards,

Luis Castro

[KevinD]

@LuisCastro

You should be able to use Merchant Code mapping to assign an expense type to a vendor. You would need to figure out the Merchant Code for that specific vendor and enter into the Merchant Code mapping screen for that expense type.

Once you do that, you would need to do a test, but that is how you can get an expense type assigned to a vendor.