Currently, only Admins can batch categorize expenses through the Accounting tab. This feature should also be available to employees under Expenses > Card Transactions.
Our employees travel frequently and must categorize transactions one by one. About 75% of the time, their expenses go to the same category account, department, and project ID. Right now, this functionality is only available to me as an Admin.
Please see the attached screenshot — this employee must fill in all the highlighted accounts. This example covers a 4-day workflow where nearly all transactions go to the same account, department, project ID, and employee ID. I used the group batch for column in green and I was able to create a rule for the last two fields(pink), and it works well, but I couldn’t do the same for the first four fields because they vary slightly by transaction.
Enabling batch categorization at the employee level would make this process much faster and more consistent.
