The user will still be able to modify / remove the expense details, if needed, after the default values have been set.
In the Zevoy Hub, go to the Cards page and open the card.
Here, you'll be able to set the following:
Default category & VAT rate.
Default description.
Default tags. Note that there's no limit to how many default tags you can set.
Save! When the user makes a purchase with the card in question, these values are automatically set to the expense.
What could this be useful for?
- If you for example keep track of your teams' expenses with tags, you can set these automatically behind the user and card.
- If you always use the same card for a specific service, you can automatically set the category, VAT rate and tag. This shortens the time spent per expense significantly.