User default tags apply to travel and expense claims as well as card transactions. Users can still edit and remove expense details if needed after the default tags have been set.
Default tags can also be assigned directly to cards. If there is a conflict between user-level and card-level tags, the card-level tag value will override the user-level default.
How to set Default Tags
Log in to Zevoy Hub
Go to the 'Users' page and open the user.
Here, you'll be able to set the default tag settings:
Default Tag.
Default Tag Value.
Add a new tag, if needed.
Save changes! When the user makes a purchase or creates e.g. a travel claim, these values are automatically set to item. In case of a conflict with a card level tag, the card level values will override the user level tag defaults.
What could this be useful for?
- If you for example keep track of your teams' expenses or claims with Tags, you can set these automatically behind the user and card.