diff --git a/docs/articles/new-expensify/workspaces/Require-tags-and-categories-for-expenses.md b/docs/articles/new-expensify/workspaces/Require-tags-and-categories-for-expenses.md new file mode 100644 index 000000000000..294dcfc57a23 --- /dev/null +++ b/docs/articles/new-expensify/workspaces/Require-tags-and-categories-for-expenses.md @@ -0,0 +1,39 @@ +--- +title: Require tags and categories for expenses +description: Make tags and/or categories required for all expenses +--- +
+ +To require workspace members to add tags and/or categories to their expenses, + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click your profile image or icon in the bottom left menu. +2. Scroll down and click **Workspaces** in the left menu. +3. Select a workspace. +4. Click **Tags** or **Categories** in the left menu. +5. Click **Settings** at the top right of the page. +6. Enable the “Members must tag/categorize all spend” toggle. +7. If desired, repeat steps 4-6 for tags or categories (whichever you haven’t done yet). +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Tap your profile image or icon in the bottom menu. +2. Tap **Workspaces**. +3. Select a workspace. +4. Tap **Tags** or **Categories**. +5. Tap **Settings** at the top right of the page. +6. Enable the “Members must tag/categorize all spend” toggle. +7. If desired, repeat steps 4-6 for tags or categories (whichever you haven’t done yet). +{% include end-option.html %} + +{% include end-selector.html %} + +This will highlight the tag and/or category field as required on all expenses. + +{% include info.html %} +Expenses will still be able to be submitted without a tag and/or category even if they are set as required. The submitter and approver will see an orange dot on the expense details alerting them that the tag/category is missing. +{% include end-info.html %} + +