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Allow Receipts to be Attached after Approval/Submission
We export our reports and import them into our accounting system, and we give our cardholders due dates for their reports so as not to hold up reconciliation. This often leads to reports being submitted before they have all receipts. We need the receipts and want them with the report, but for reconciliation with the GL, that doesn't matter. It'd be nice if they could attach a receipt to a report after it's been submitted and approved. Otherwise, I have to unapprove and reject it just so they can attach it.
Comments
Don't forget to vote for your own idea!
We have the same exact problem. So right now I'm having to keep those receipts like I used to do before we started using Expensify. I wish I could vote for this idea more than once!
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThis is true for us also. Especially for company credit cards which have some key business subscription expenses which need to be accounted for before EOM. It would be good if as an admin I could attach receipts to submitted reports on their behalf before final approval.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeI've dealt with this problem too, and I usually try to chase them down for a receipt before I export, but that bottlenecks my month-end process.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThis would be such a time saver.
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0 · Accept Answer Off Topic Insightful Vote Up Awesome- Spam
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0 · Accept Answer Off Topic Insightful Vote Up Awesome- Spam
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeReceipt drag-and-drop is only permitted for your own reports in an open state, for reports submitted to you, and for policy admins. We've gone ahead and added this receipt to your Receipts page for safe keeping."
Since we cannot access the receipts page outside of an expense, it's not a preferred method for anything.
I don't want to go to my receipts page, I want it to attach per usual. I also don't want to be doing every users' report for them. They are responsible for the receipts, not me.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThanks for bringing this to our attention! My support team should be able to get to the bottom of this
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0 · Accept Answer Off Topic Insightful Vote Up Awesome