Hi all, we want to create an Expense Report Policy for a customer which users see when adding expenses to all projects under that customer. However, the only way they can see it is if the specific project is added to the Policy. A customer can have a large number of projects so updating the policy as new projects are created is obviously not ideal. Is there a setting somewhere or a trick to accomplish this?

check Setup > Accounting > Expense Report Policies

Yep - when we only select the Customer the policy does not show; when we select the specific project it does show. We want all projects to show when only the Customer is selected. Have also tried ‘contains’ but no luck. Setting the subsidiary did not work either (employee and customer subsidiary happen to be the same in this case).