Easiest way for my administrator to approve expenses.
We are very new to Expensify. A small firm with 3 people, my boss (Admin) has already approved any of my expenses prior to my incurring it. I don't use company credit cards. I usually submit a batch of receipts that have been scanned to my computer, manually. What is the easiest way to proceed with entering these receipts so my admin doesn't need to look at each one and approve individually, rather he can look at the group of receipts and approve? I have been asked to look into the process for this.
Best Answer
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Hey @Tracie!
First, check to see if Scheduled Submit might be sending your reports through sooner than you anticipated. There are two places to check this setting (you might need your admin's help here).
Check (or ask your admin to check) the Settings > Policies > Group > [Policy Name] > Reports > Scheduled Submit setting. If this setting is disabled or set to a Manual schedule, the system will allow personal settings to take control of report scheduling.
Once you confirm the policy settings, double check your personal settings. Go to Settings > Policies > Individual > [Policy Name] > Reports > Scheduled Submit
If those settings are all disabled, then something deeper might be going on. However, if either of these settings is enabled, this might be the culprit pushing your expenses through too soon. Set both settings to Manual or Disabled to be able to individually control exactly when your reports are sent to your admin.
I hope this helps! Please let me know if you have more questions or if your troubles continue.
