Manage your expenses more efficiently by setting default tags, categories and descriptions to your cards!
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.