Can you run Expensify with copilot and policy?

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Jude
Jude Expensify Customer Posts: 5 Expensify Newcomer

We have recently set up Expensify with a policy. Some of the users were having some issues with using Expensify. They have entered in expenses which appeared under the policy, but as soon as they made me a copilot all the expenses have now gone to their personal expenses instead of showing under the policy. How can I put them back under the policy??

Answers

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
    edited November 2018
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    Hi @Jude Welcome to the Expensify Community!

    I don't think this is a case of cause-and-effect but maybe coincidence. You will want to check their Default Policy (click their profile pic) is set to the Company Policy and the reports you have set up are also using the Company Policy.

    You can set the Default Policy when you are in their accounts via Copilot access:

    You can also set the Policy on each Report: