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How can I track dates submitted, approved, and finally reimbursed?
Chris_Lee
Posts: 2
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.
Answers
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.
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0 · Off Topic Insightful Vote Up AwesomeThank you....I guess I wasn't trying hard enough to figure it out.
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1 · Off Topic Insightful Vote Up 1Awesome