Communicate with users

CMM Expensify Customer Posts: 6 Expensify Newcomer

Is there a way to communicate with users after they submit a report? For example, if a user submits a report and it looks good but they have a tag or category wrong we prefer to fix it on the admin side instead of rejecting the expense. Currently we approve the expense and send them a separate email indicating the error. Is there a way to approve a report "with comments"?

Best Answer

  • Isabela Stisser
    Isabela Stisser Expensify Team, Expensify Student Ambassador Posts: 200 Expensify Team
    Answer ✓

    Hey @CMM ! Thanks for posting to the Community!

    That's a great question, as a Policy Admin you can definitely fix users' reports and select the correct tag or category on their behalf when approving their expenses. You can also use the Report History and Comments section of the reports to communicate with users and let them know about what was missing in the report, as well as shed some light on how to fix the errors.

    Please take a look at this handy help article where we explain how Admins can communicate with their users in Expensify.

    Hope that's helpful!