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How do I turn off Concierge?
For the Expensify Success team, this is a very common question, so let's tackle it here...
To answer this question, it helps to know what Concierge is. Concierge is your virtual Expensify assistant - any automation or helpful messages in Expensify are from ‘Concierge’. This means it’s not as simple as ‘turning off’ Concierge. So let’s look at what is covered by Concierge and what you can change:
Messages - when you first use the mobile app, Concierge will confirm that you’re on the right track ‘thanks for scanning your receipt’. Concierge will also tell you if any automated actions have taken place e.g. expenses deleted due to Duplicate Detection. These messages cannot be turned off.
Mobile notifications - when you have violations, or your report is approved or reimbursed, Concierge will notify you via the mobile app. You can control these notifications in your phone’s notification settings.
Duplicate Detection - if you SmartScan two expenses with the exact same date and amount we’ll delete one because 99% of the time it’s in error. But if you actually have two the same, just go to your Expenses page and use the Deleted filter, then open and ‘Undelete’ it.
Emails - when you have reports to fix or to review, Concierge will email you weekly to let you know you need to do something. These can't be disabled as many of the tasks are crucial to you and your team.
Technical emails - If you are the technical contact for your accounting integration, and the sync fails, you will be emailed about it. The technical contact is set on Settings > Policies > [Policy Name] > Connections and the notification cannot be disabled (it’s crucial!)
Inbox - anything you can do or need to do will be listed on a card in your Inbox in Expensify. This cannot be turned off, but you can ignore certain cards.
Report Creation - if you use Scheduled Submit, Concierge is listed as the user who created the report and adds the expenses to the report. Scheduled Submit is generally controlled on the Policy.
Guided Review - When Concierge tells you to review a report, only the expenses with violations will be shown for review. If you want to look at everything, close (x) out of the yellow Guided Review banner.
Automatic Approvals - if you set your Manual Approvals to ‘No’, any reports without violations will be automatically approved by Concierge. You can set this to ‘Yes’ to make everything manual under Settings > Policies > [Policy Name] > People
Automatic Reimbursement - if you set your Manual Reimbursement Threshold on Settings > Policies > [Policy Name] > Reimbursement, anything under the set amount will be reimbursed by Concierge, and if it’s under $100 it will be next-day reimbursement.
AutoSync - When AutoSync is enabled on your accounting integration, Final Approval on a report will automatically trigger the export to your accounting software.
Now you see all the stuff that can be automated from the first SmartScan to exporting to your accounting system, you may not want to ‘turn off Concierge’ at all, but hey we won’t blame you if you want to disable your phone’s notifications! (you should probably pay attention to emails about reports though!)
Can you automatically forward emails to Expensify from Gmail?
I want to setup some filters to automatically forward certain emails to Expensify. But to setup an auto-forward in Gmail it requires you to enter a verification code that they email to [email protected] Is there a way to get this code?
Re: Customized Categories in Expensify reverting to QBO Chart of Accounts upon export
I believe those all flow through from QuickBooks as well. If you change the name of a class in QuickBooks, it should flow through to Expensify.
Re: Issues after phone update
@SKN, thanks for bearing with us while we investigated this. Unfortunately, in this case, we have no way of fixing the issue since it stems from an Android update to your phone's software.
In the meantime, we encourage you to use the Google Keyboard. If possible, please install it from the Play Store and continue to install any updates to your phone software that are released.
Re: Turn off auto submit
Hi there @DataSiftAbi18! Great to have you here in the community. There's a couple of ways to configure auto-submission, or what we call Scheduled Submit. This can be enabled and disabled at the Group Policy level or at the Individual Policy level by each individual.
If you're a Policy Admin, you can head to your Settings > Policies > Group> [Policy Name] > Reports tab and update your preferences for the Company Policy there:
You can check what each of the dropdown options does here but perhaps one of the most salient things to remember is that enabling Scheduled Submit on with Manually selected will still add policy members expenses onto reports - we simply won't submit them on the employee's behalf.
The second most important thing to remember related to this is that even if you either:
1. Toggle Scheduled Submit off or
2. Set Scheduled Submit as Manually
If a policy member listed in the Settings > Policies > Group>[Policy Name] > People table has enabled this in their Individual Policy, their decision will take precedent - meaning, if an employee actively wants Concierge to submit on their behalf, even if that's not chosen by the Policy Admin we'll make it so!
