Turn off auto submit

DataSiftAbi18

I have seen in other threads about options to turn auto submit off, I am the admin for our company account, however I cannot see where to do this.

Is there something I'm missing?

Thanks

Ted Harris

Hi there @DataSiftAbi18! Great to have you here in the community. There's a couple of ways to configure auto-submission, or what we call Scheduled Submit. This can be enabled and disabled at the Group Policy level or at the Individual Policy level by each individual.

If you're a Policy Admin, you can head to your Settings > Policies > Group> [Policy Name] > Reports tab and update your preferences for the Company Policy there:

You can check what each of the dropdown options does here but perhaps one of the most salient things to remember is that enabling Scheduled Submit on with Manually selected will still add policy members expenses onto reports - we simply won't submit them on the employee's behalf.

The second most important thing to remember related to this is that even if you either:
1. Toggle Scheduled Submit off or
2. Set Scheduled Submit as Manually

If a policy member listed in the Settings > Policies > Group>[Policy Name] > People table has enabled this in their Individual Policy, their decision will take precedent - meaning, if an employee actively wants Concierge to submit on their behalf, even if that's not chosen by the Policy Admin we'll make it so!

DataSiftAbi18

That's great - thank you! I've done that.

Our CEO uses the app and his keeps reverting back to once a day even when he sets it to manually - any idea what we can do here?

Thanks

Duncs

Why so hard?

Sheena Trepanier

Hi @DataSiftAbi18, my apologies for us missing your reply before. Is this still occurring?

@Duncs, is there anything I could help with?