Scenario: I have a hotel bill that contains room charges and meal charges. I split the expense in my report. The report shows that each expense has been split from the original, but doesn't connect the two together so our accountant can verify that the two add up to the total on the receipt.
Request: Link split expenses together on a report (and I'm sure our accountant would love for them to be a single entry with split categories on export as well!)
We will be implementing a process to require an affidavit of lost receipt for missing receipts that violate our required receipt policy. It would be great if the affidavit of missing receipt was already built into the expense report process. A receipt could be the actual receipt, the e-receipt created by Expensify, or an affidavit of missing receipt. The affidavit would be flagged so that during manager review of the expense report they would need to acknowledge and approve the affidavit.
Okta provisioning for Expensify would be amazing. Just having deprovisioning leaves a lot to be desired.
It would be helpful to allow Administrators to access and change all accounts without having the employees add them as a 'co-pilot'. There are times when I need to simple change a date or add a penny to the amount and we have to go through the whole process before I can get it to do that and then I have to re-submit it with that one change to have the department heads approve it yet again for one minor mistake. If the admin or another type status was an option to allow a single user full access to all accounts to act as a 'co-pilot' status for all, then these minor changes could be dealt with BEFORE the department heads receive it. Getting 42 employees to add us as co-pilot is difficult.
Thanks for any consideration!
I'm not sure if this is a new idea or not, Zoom support suggested I add this here as a way to potentially get it on the roadmap....
This is in regards to the auto-submit feature.
I understand that the auto-submit is setup to make things easier for the users and kind of assumes that all users always enter expenses at the moment they are incurred. Something that would really be cool is to allow an option that is setup to facilitate corporate accounting and expense processes. Here is a super common use case that corporate customers would absolutely love. This seems like a super easy thing to put on the roadmap and would be a huge win for marketing/sales.
As an accounting department, I have to close the books on the 10th of every month (most companies are similar). It is really important that I have all expenses for the previous month submitted by like the 6th of the month. Of course we have a policy for everyone to submit by then, but people get busy and forget. Unfortunately, our users (and I'm guessing this is common) don't always enter every expense at the moment it happens, they often create them after the fact when they have time. So, I can't setup auto-submit for the last day of the month, it would not work. I initially set up auto-submit as "monthly" on the 6th day of the month thinking it would wrap up everything from the previous month and auto-submit on the 6th day of the current month. This would ensure we get all expenses on time and my sales folks would not have to worry about remembering to get everything in on time, especially if they are busy or traveling. It has recently come to my attention that it does not work this way (if you set it for the 6th then it literally submits for the 6th to the 6th). My request is to have a way (a check box or something) that allows the monthly submission to include all expenses (or reports with at least one expense) from the previous month to be auto-submitted, but not necessarily on the last day of the month (like a few days into the new month, like the 6th). It gives the users a few extra days to get caught up and supports common accounting processes. This seems like something that pretty much all companies would want to use.
I hope this makes sense.