Automatically adding expenses to expense reports
This seems like a fairly simple problem to solve, but I am not having any luck figuring it out. If we want credit card expenses to automatically be added to open expense reports as opposed to being listed as Unreported, what settings to do we need to adjust? Please note: we do not want to use the Schedule Submit at this time. We want expenses automatically added to Open Reports, but we still want to manually submit them.
Right now, all company card transactions/receipts/etc. come through as Unreported.
Best Answer
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @EByer If the individual policy is set to submit at a frequency, this will override the 'manual' setting on the company policy. But the personal settings would never prevent the report creation.
Answers
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
Hi @EByer You still use Scheduled Submit but you set it to 'Manually' meaning it creates the reports and adds the expenses, but someone has to 'push the button' to submit it.
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@RachCHopkins Thank you. Does this need to be done on both the account level and the policy level? Does one setting supersede the other?
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Hi, @EByer! I'm so sorry that this was overlooked for so long! In case anyone is also looking for the answer:
- A Policy Admin can only apply this setting for the group policy. There is not a way for an employee to change the policy settings
- If an employee opts to use Scheduled Submit under their individual policy, then this will override any policy settings that the Policy Admin has set.
Hope this helps!
