Is there any smart selection of expense categories?
Yes, but you don’t pre-build these rules. Instead, the system creates a link between the category with the merchant when saving the claim, both for receipts and bank transactions with your Expenses category.
See AI in Expenses.
Why is a category not available when a user creates an expense claim?
If a category is not available, ensure the tag fields on the category record are empty. See Creating and editing categories.
