Share reports with non-approvers for review

Jon_Foulkes
Jon_Foulkes Expensify Customer Posts: 7 Expensify Newcomer
edited August 2018 in Day to Day

I want the ability for a report to be shared with a given user who is not the approver when it is automatically submitted. I can't see how to do this.

Best Answer

  • Ben Fitz
    Ben Fitz Expensify Team, Expensify Student Ambassador Posts: 117 Expensify Team
    Answer ✓

    Hey @Jon_Foulkes! Hope Monday is treating you well :smiley:

    When reports are submitted for approval there is also an option to cc in additional email addresses. This is a sticky field, meaning once an email address has been added it will remain there unless it is updated or removed.

    To take advantage of this feature, you will have to submit a report manually (i.e. outside of Scheduled Submit) once, in order to first establish this person aspart of the submission workflow.

    After that, the process should occur automatically. :+1:

    Let me know if you have any questions!