How can I track dates submitted, approved, and finally reimbursed?

Chris_Lee

I would like to monitor our timeliness in getting reports approved once submitted, and in reimbursing reports once they've been approved. Having a column showing those dates would help me ensure folks are doing their job. If there's another way to do this please let me know.

RachCHopkins

Hi @Chris_Lee Welcome to the Expensify Community!

You can do this using a custom report - you'll find the fields for Submission Date, Approval Date and Reimbursement Date here.

You can create this kind of report on your own user account, or against the Policy.

I recommend you also include any other variables you may want to track e.g. From and To, so you can see if there is a trend related to the users in question.

Feel free to come back to me if you have any further queries about this.

Chris_Lee

Thank you....I guess I wasn't trying hard enough to figure it out.