How do I get rid of Concierge and automatic report assignments?

cabeaujoncabeaujon Posts: 1Expensify Customer Expensify Newcomer
edited December 2018 in Day to Day

How do I get rid of Concierge? After the latest update, everything has changed and I do not want the system to do anything automatically. Want everything manual. Is there any way to go back?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,917Expensify Success Coach - Admin Expensify Success Coach
    edited December 2018

    Hi @cabeaujon — It sounds like you have some automatic features in place such as Scheduled Submit. Using Scheduled Submit, which can be set up at the policy level or the individual level, expenses are assigned to reports and submitted for you.

    To disable it, you'll want to check both locations and click the green slider toggle to turn it off.

    If you are unable to select the Group policy name (Settings > Policies > Groups) this means you are not a policy admin. Any changes to the company policy have to do be done by admin, so you'll need to reach out to your company to have the settings adjusted.

    Cheers!

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