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Webinar Q&A - 30 May 2018
A quiet bunch today!! only three questions.
Is there a webinar for Amex feeds?
We do not have one at the moment, but here's a great setup guide.
Are employees able to override the submission frequency settings?
Policy submission frequency will override employee level selection. However, if Scheduled Submit is disabled in the policy, then the employee will be able to enable it in their personal settings. Employees can also manually submit their reports earlier than the Scheduled Submit date.
I cant change my categories anymore. I have a bunch listed but need to add some.
If you are connected to accounting software you'll need to add them there. Otherwise you should be able to add more. If you are not connected to an accounting software and you still can't add them, please email [email protected].