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New Report renames to past report name

kimberlympaytonkimberlympayton Expensify Customer Posts: 1 Expensify Newcomer

I'm trying to create a new expense report and add the receipts but the new report continues to revert back to a prior report name. The ER # does change but it will not let me set up a new report name.

Answers

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 2,150 Expensify Team
    edited January 2019

    Hi @kimberlympayton -- It sounds like you might have default report titles enforced in your policy.

    Click on Settings > [Policy Name] > Reports section, and toggle the enforcement to be disabled.

    Disabling the enforcement isn't a retroactive change so any report that already exist will need to be recreated to remove the enforcement.

    You can learn more about default report titles here.

  • DLA_001DLA_001 Expensify Customer Posts: 5 Expensify Newcomer

    New to Expensify, so please forgive my lack of knowledge.

    I have the same problem, that new reports are created with the template name, and will not save an edited name. I >do not< have the Enforce Default Report Name turned on.

    Further, there does not seem to be any function allowing a newly-created report to be saved.

    Your help will be greatly appreciated.

  • Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 1,030 Expensify Team

    Hi @DLA_001 Welcome to the Expensify Community!

    Unfortunately I can't test this for security reasons, but can you tell me what happens when you edit the report name and then click out? If you get an error, can you take a screenshot?

    Edits to reports save as you go, there's not an actual 'save' button - is this what you mean? I can see you have a couple of $0 reports, so it seems that new reports are saving. Can you elaborate a little?

  • DLA_001DLA_001 Expensify Customer Posts: 5 Expensify Newcomer

    Ha! now it works as expected.

    The two $0 reports you saw were the result of a new report failing to rename. I've deleted them now, presuming that it will work going forward. It seemed like it had worked in the past, so that is why I was confused.

    Thanks for your help!

  • Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 1,030 Expensify Team

    Thanks for letting me know @DLA_001 - Murphy's Law!

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