Merge pull request Expensify#88771 from Expensify/claude-fixMccDefaultCategoryDocs

[No QA] Clarify MCC default category docs location

Author: CortneyOfstad

docs/articles/new-expensify/workspaces/Create-expense-categories.md

@@ -127,6 +127,19 @@ Expensify learns your category preferences over time and suggests them automatic
 - Existing expenses are not updated retroactively.
 - These suggestions are based on patterns and may vary by user.
 
+## How to set default categories by MCC code
+
+Expensify can automatically assign a default category based on the merchant's MCC (Merchant Category Code). For example, you can set all airline expenses to default to a "Flights" category.
+
+To manage MCC default 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**.
+4.  Click **More**
+5. Click **Settings**. 
+6. Update the default category for any MCC group (e.g., Airlines, Gas, Groceries).
+
 ## Workspace Merchant Rules
 
 Workspace Admins can configure [**Workspace Merchant Rules**](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Merchant-Rules) to apply consistent categories based on merchant name across all workspace members.

docs/articles/new-expensify/workspaces/Require-tags-and-categories-for-expenses.md

@@ -38,7 +38,7 @@ When this setting is turned on, expenses must include a **tag** or **category**
 
 # Default Spend Categories
 
-Expensify learns how you categorize expenses by merchant and automatically applies those preferences going forward. You can always update or override a category, and Expensify will learn your changes over time.
+Expensify can automatically assign categories based on the merchant's MCC (Merchant Category Code). For example, airline expenses can default to a "Flights" category. Expensify also learns how you categorize expenses by merchant and applies those preferences going forward. You can always update or override a category, and Expensify will learn your changes over time.
 
 ## Manage Default Spend Categories
 

docs/articles/new-expensify/workspaces/Workspace-Rules.md

@@ -36,8 +36,8 @@ Once enabled, go to the **Rules** tab in the left menu to manage expense-level s
 - **Itemized receipt required over** – Require itemized receipts for expenses over a specific amount.
 - **Max expense amount** – Set a per-expense spending cap (supports decimals).
 - **Max expense age (Days)** – Define how old an expense can be (whole numbers only).
-- **Cash expense default** - Choose whether cash expenses are reimbursable by default. Note: [Workspace Merchant Rules](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Merchant-Rules) can also set reimbursable status on a per-merchant basis.
-- **Billable default** – Choose whether expenses are billable by default. Note: [Workspace Merchant Rules](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Merchant-Rules) can also set billable status on a per-merchant basis.
+- **Cash expense default** - Choose whether cash expenses are reimbursable by default. Note: [Workspace Merchant Rules](/articles/new-expensify/workspaces/Workspace-Merchant-Rules) can also set reimbursable status on a per-merchant basis.
+- **Billable default** – Choose whether expenses are billable by default. Note: [Workspace Merchant Rules](/articles/new-expensify/workspaces/Workspace-Merchant-Rules) can also set billable status on a per-merchant basis.
 - **Require company cards for all purchases** - Flag out-of-pocket expenses that should have been made with a company card. Only available after company cards are connected to the workspace.
 - **eReceipts** – Enable automatic receipt generation for all USD card transactions up to $75 (requires USD as default currency).
 - **Merchant-based automation** – Automatically apply categories, tags, and other fields using Workspace Merchant Rules.
@@ -140,9 +140,9 @@ Available option:
 
 # How to manage default categories and billable behavior
 
-You can set workspace-wide defaults to automate categorization and tagging.
+You can set workspace-wide defaults to automate categorization and tagging. 
 
-- **Default categories** – Auto-assign a category based on the merchant’s MCC. Set this under **Categories > Settings**.
+- **Default categories** – Auto-assign a category based on the merchant’s MCC (Merchant Category Code). This is configured under **Categories > Settings**, not under Rules. See [Create Expense Categories](/articles/new-expensify/workspaces/Create-expense-categories). 
 - **Billable expenses** – Decide when tagging is required based on whether an expense is marked billable. Set this under **Tags > Settings**.
 
 **Note:** Default category and billable settings use general automation logic. If you need consistent, merchant-specific outcomes that apply across all members, use **Workspace Merchant Rules** instead.