From b8cbed15e3973c171f8dbe7f7506790f4455abb0 Mon Sep 17 00:00:00 2001 From: "Olly (via MelvinBot)" Date: Thu, 17 Sep 2026 22:42:30 +0000 Subject: [PATCH] Docs: document the category Description hint and where members see it Co-authored-by: Olly --- .../workspaces/Create-expense-categories.md | 29 +++++++++++++++++-- .../workspaces/Workspace-Rules.md | 2 ++ 2 files changed, 29 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Create-expense-categories.md b/docs/articles/new-expensify/workspaces/Create-expense-categories.md index e7cf6e807b51..6822b41886ce 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-categories.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-categories.md @@ -1,8 +1,8 @@ --- title: Create Expense Categories description: Add categories to use for coding expenses. -keywords: [New Expensify, expense categories, GL codes, payroll codes, chart of accounts, import categories, expense coding, add category from expense, create category inline, receipt requirements, require receipts over, require itemized receipts over, CSV import categories] -internalScope: Audience is Workspace Admins. Covers creating, importing, enabling, and managing expense categories, including GL and payroll codes, receipt requirement columns in CSV import, and inline category creation from the expense flow. Does not cover personal expense rules or accounting integration setup. +keywords: [New Expensify, expense categories, GL codes, payroll codes, chart of accounts, import categories, expense coding, add category from expense, create category inline, receipt requirements, require receipts over, require itemized receipts over, CSV import categories, description hint, category description hint, remind members what to write in description] +internalScope: Audience is Workspace Admins. Covers creating, importing, enabling, and managing expense categories, including GL and payroll codes, receipt requirement columns in CSV import, inline category creation from the expense flow, and adding a Description hint to a category. Does not cover personal expense rules or accounting integration setup. --- # Create Expense Categories @@ -146,6 +146,31 @@ Category Rules apply to all members who use that category. If both a Category Ru --- +## How to add a Description hint to an expense category + +A **Description hint** tells members what to write in the **Description** field when they use a category. For example, you can ask for a campaign name on an Advertising expense. + +The **Description hint** setting appears on a category once **Rules** is enabled on the workspace, which requires the Control plan. + +1. In the navigation tabs (on the left on web, at the bottom on mobile), select **Workspaces > [workspace name]**. +2. Select **Categories**. +3. Select a category to open its settings panel. +4. Select **Description hint**. +5. Enter the hint in the **Hint** field. Keep it short. +6. Select **Save**. + +To remove the hint, clear the **Hint** field and select **Save**. + +--- + +## Where members see the Description hint + +The hint appears as text below the **Description** field on the expense, both while creating a new expense and while editing an existing one. It shows as soon as the member selects that category, and only members who use that category see it. + +The hint is a reminder, not a requirement. To make a description mandatory, create a **Set field requirements** rule for the category and require a description. + +--- + ## How to apply categories automatically Expensify offers two ways to automatically apply categories based on merchant: diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 8f0e8ae25fb3..3d60c5a5b5ca 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -160,6 +160,8 @@ The **Agents** tab holds Agent Rules, which are written in plain language and ru Category-specific behavior is set as a rule on the **Rules** page, not on the category itself. Open a category to set its **Approver** and **Description hint**, and use the **Category rules** section at the bottom of the category to review the rules that already apply to it. +A **Description hint** appears below the **Description** field on an expense once a member selects that category, both while creating and while editing the expense. [Learn how to add a Description hint to an expense category](/articles/new-expensify/workspaces/Create-expense-categories). + 1. In the navigation tabs (on the left on web, and at the bottom on mobile), click **Workspaces**. 2. Click your **workspace name**. 3. Click **Categories**.