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Allowing others users to submit receipts, without adding them to account

eddieadamseddieadams Posts: 2 Expensify Newcomer

Is it possible to allow other users (such as my assistant) to add receipts to my expensify account via email without adding them as a second user or giving them access to my account? I want them to submit receipts but not see all expenses.

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Answers

  • RachCHopkinsRachCHopkins Posts: 880 Expensify Success Coach

    Hi @eddieadams Welcome to the Expensify Community!

    I'm sorry, a CoPilot role is quite a high-trust role, so as well as adding expenses they can also view them (if not also edit).

    Is there a reason you don't capture the receipts on your phone at the time of expense? If you can tell me a little more about why the assistant currently needs to add receipts, I could help you brainstorm a solution.

  • eddieadamseddieadams Posts: 2 Expensify Newcomer

    They use my card to purchase things for me. Currently I have to take the receipts for them and scan them in myself. I'd prefer to have them scan in the receipts, but since my Expensify is linked to my AMEX, they'd be able to see a download of all my purchases, not just the ones they're making on my behalf. Any ideas?

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