Default Category rule per user or per payment method
Can you please allow us to set default rules for Category by users and for payment methods.
When a certain user submits an item or payment method is extract to set default category as a rule.
AdminUserVoice Admin
(Admin, Dext)
shared this idea
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Jenny Summers
commented
This would be really helpful; currently I have an admin employee who regularly does site work-this means that they are submitting receipts from similar/sometimes the same suppliers but require different categories. Sometimes it seems to suggest seemingly random categories such as client entertainment which is almost never used and is causing problems with our accounts when I occasionally miss this. I'm actually finding Dext less intuitive than HubDoc which is free!
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BASSAM AL-SARRAJ
commented
Would also be great to have a specific user automatically bill a customer.
For example I have employees that buy for only a specific client and I rebill those expenses to the client.
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Moez Bawania
commented
Default Category and Xero tracking category by user as well, would be fantastic.