Skip to content

Suggest a feature

Prepare: Rules

CATEGORIES
All ideas
My feedback
Approvals 20 ideas
Bank 95 ideas
Boost 1 idea
CSV Export 47 ideas
Categories 34 ideas
Communications 15 ideas
Design 142 ideas
Direct 13 ideas
Expenses 129 ideas
Extraction 171 ideas
Integrations 341 ideas
Item Messaging 14 ideas
Line Items 51 ideas
Match 15 ideas
Mobile 48 ideas
Notifications 36 ideas
Onboarding 5 ideas
Other 189 ideas
Practice Insights 17 ideas
Publishing 59 ideas
Rules 86 ideas
Solo/ITSA 5 ideas
Submission Methods 63 ideas
Supplier Statements 29 ideas
User Access Controls 48 ideas
Workflows 77 ideas
client list 10 ideas

Searching…

No results.
Clear search results

- Commerce 184 ideas
- Dextension 3 ideas
- Enhanced Dext 4 ideas
- Precision 90 ideas
- Prepare 1,761 ideas
- Prepare (Français) 856 ideas
- Vault 0 ideas

Set rules for Expense Reports

Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination

3 votes

Anonymous shared this idea · May 11, 2023 · Report… · Admin →

An error occurred while saving the comment

Farima Perry commented · January 8, 2024 2:30 AM · Report

Can we also add a rule for making it set as "Paid"?

Submitting...