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How do I turn off Concierge?

RachCHopkinsRachCHopkins Expensify Success CoachPosts: 939Expensify Success Coach - Admin Expensify Success Coach
edited November 2018 in Deep Dives

For the Expensify Success team, this is a very common question, so let's tackle it here...

To answer this question, it helps to know what Concierge is. Concierge is your virtual Expensify assistant - any automation or helpful messages in Expensify are from ‘Concierge’. This means it’s not as simple as ‘turning off’ Concierge. So let’s look at what is covered by Concierge and what you can change:

Messages - when you first use the mobile app, Concierge will confirm that you’re on the right track ‘thanks for scanning your receipt’. Concierge will also tell you if any automated actions have taken place e.g. expenses deleted due to Duplicate Detection. These messages cannot be turned off.

Mobile notifications - when you have violations, or your report is approved or reimbursed, Concierge will notify you via the mobile app. You can control these notifications in your phone’s notification settings.

Duplicate Detection - if you SmartScan two expenses with the exact same date and amount we’ll delete one because 99% of the time it’s in error. But if you actually have two the same, just go to your Expenses page and use the Deleted filter, then open and ‘Undelete’ it.

Emails - when you have reports to fix or to review, Concierge will email you weekly to let you know you need to do something. These can't be disabled as many of the tasks are crucial to you and your team.

Technical emails - If you are the technical contact for your accounting integration, and the sync fails, you will be emailed about it. The technical contact is set on Settings > Policies > [Policy Name] > Connections and the notification cannot be disabled (it’s crucial!)
Inbox - anything you can do or need to do will be listed on a card in your Inbox in Expensify. This cannot be turned off, but you can ignore certain cards.

Report Creation - if you use Scheduled Submit, Concierge is listed as the user who created the report and adds the expenses to the report. Scheduled Submit is generally controlled on the Policy.

Guided Review - When Concierge tells you to review a report, only the expenses with violations will be shown for review. If you want to look at everything, close (x) out of the yellow Guided Review banner.

Automatic Approvals - if you set your Manual Approvals to ‘No’, any reports without violations will be automatically approved by Concierge. You can set this to ‘Yes’ to make everything manual under Settings > Policies > [Policy Name] > People

Automatic Reimbursement - if you set your Manual Reimbursement Threshold on Settings > Policies > [Policy Name] > Reimbursement, anything under the set amount will be reimbursed by Concierge, and if it’s under $100 it will be next-day reimbursement.

AutoSync - When AutoSync is enabled on your accounting integration, Final Approval on a report will automatically trigger the export to your accounting software.

Now you see all the stuff that can be automated from the first SmartScan to exporting to your accounting system, you may not want to ‘turn off Concierge’ at all, but hey we won’t blame you if you want to disable your phone’s notifications! (you should probably pay attention to emails about reports though!)

Comments

  • SteveRSteveR Posts: 2Expensify Customer

    EVERY time I open the app, Concierge tells me I need to pick a policy. In the web site there's no issue, but I cannot get the stupid "concierge" to stop bothering me about this. Is there a way to load the app to the Expenses tab (where I'm really trying to do work) and bypass the waste of time Siri knock-off?

  • Sheena TrepanierSheena Trepanier Expensify Success Coach Posts: 1,992Expensify Success Coach - Admin Expensify Success Coach

    @SteveR, welcome to the Community. Can you please open your mobile app and then follow the steps below? I would like to make sure that you've defaulted to a policy, and it's the correct one you want to use, before moving further.

    1. Tap on the three horizontal lines at the top left of your mobile app,
    2. Tap on your user icon to access your settings,
    3. Scroll down to the Default Policy section and confirm it's the one you want to use,
    4. Scroll down to the blue Sync Account option and tap it,
    5. Let the account sync and then head to your Inbox page. If you still have a request to select a policy, select the same one that is listed in your settings,
    6. Pull down on your mobile screen to sync the account again.

    At this point, please let me know if you're still seeing the request to choose a policy. If you are, I'll reach out to you via email so I can request some screenshots.

    Thanks!

  • SteveRSteveR Posts: 2Expensify Customer
    edited March 5

    I had already done all of that. I repeated the steps as you outlined them and still get the same result. The policy notice is only part of the issue. My main issue is that I do not want the concierge at all. I'm a grown up with a business degree. I just want to see my expenses and reports without Expensify trying to manage me. I was able to find a different solution.

  • domwongdomwong Posts: 1Expensify Customer

    "Concierge will email you weekly to let you know you need to do something. These can't be disabled as many of the tasks are crucial to you and your team."


    My report gets closed every Monday. Is it possible to change this so it's every month, not every week?

  • RachCHopkinsRachCHopkins Expensify Success Coach Posts: 939Expensify Success Coach - Admin Expensify Success Coach

    Hi @domwong sorry, no there's not. You should get your to-do list before the report is closed, to ensure that you don't miss out on anything for that report.

    If all tasks are taken care of by Friday, you shouldn't get this email. 😀

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