How do I change the email address where expense reports are sent. The original email address I entered is for a person no longer with the company.
Go to the Admin tab then select a policy. Then select the People subtab. On that page, you see submits to and approves to. You can adjust the settings there. Just change the person that has left the company to the new person.
Tyler, I just tried this and the People tab now does not have those options for submits to and approves to.
Hi @PMKConsultant - sounds like you may be using a submit & approve workflow - you should have a box below the people table which says who everyone submits to.
Thanks @RachCHopkins. I figured out that the latest version of the dashboard is somewhat different and found the options you mentioned. Guess this thread is obsolete now since the layout appears to be different than the original response.
Thanks @PMKConsultant, yes we have just done a little tweak to the layout and all of these threads will be updated to reflect the changes very soon!
Any updates on this? One of my coworkers missed months of reimbursements because the default email address was changed with the interface change and can't change it back! And to make matters worse, now the fill-in box is really finicky and constantly auto-corrects to the user rather than the email address that needs to be used for my company. I really need to be able to change that default email address!
@JCK Are you getting any errors when you try to update your approval workflow under Settings > Policies > [policy name] > People?
Hi Nicole, thanks for the quick response. I don't see "People" as a menu option under "Settings > Policies > [policy name]...
@JCK I took a look at your account and I only see your Personal policy. To set an approval workflow, you would need to have a group policy.
@Nicole Trepanier Hmmm, so I can't set a default email address (different than my email) to send reports? Why did that change with the user interface change? My reports used to have a different email address loaded as a default (or at least remembered and auto-filled). Now I have to remember to manually fill it in for every report or it won't go to the right place and the drop-down does not store that email even though I use it for every report. It's just a big step backward in usability for myself and my team from my perspective...
@JCK The Submit plan does allow you to set a default email to submit your reports to but the Track plan does not. You can change your subscription from your inbox if you want to switch plans. Let me know if you have any questions!
@Nicole Trepanier Gotcha. Thanks for the clarification. Have a great day!
@JCK You're very welcome! If you need anything else, don't hesitate to ask!