My expense report is marked as closed

dconcannondconcannon Posts: 1Expensify Customer Expensify Newcomer

My reports are marked as Closed - what does that mean? Thanks Dan

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,917Expensify Success Coach - Admin Expensify Success Coach

    Hi @dconcannon -- When your expense reports are marked as closed, it can mean a few different things.

    1. If you're using Expensify as a free account, Closed is the status of reports after they've been completed. For this scenario you can consider closed reports as finished reports.
    2. If you're using Expensify because of your company, a Closed report generally means an approval workflow either hasn't been setup yet, or that is the state your company wants reports to be in.

    If you're using it for your company, I recommend reaching out to a manager for some additional insight into how your company wants expenses submitted and if they'll be using approval.

    Some resources you might find useful are below!

    Day 1 in Expensify for employees - here.
    Creating and submitting reports - here

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