E-mailing receipts and multiple policies

DaniM

We have three subsidiary companies sharing one Expensify account, so we have separate policies set up to make sure the expenses feed to the correct subsidiary. A few employees work for all three companies and they know how to scan and submit expenses to the correct policy. When they email a receipt to [email protected], is there a way to direct that to the correct policy? The emailed receipts seem to automatically feed to a report, but it's frequently a report for the wrong policy. Is there a way to prevent that?

Rachael Hopkins

Hi @DaniM,

Each user will need to set their Default Policy (they click/tap on their profile pic). When they SmartScan a receipt, it will either be Unreported or go onto a report under this policy, if the policy uses Scheduled Submit.

Unfortunately there is no way to specify Policy via email, they will just need to be vigilant. I would recommend they set their Personal Policy as the default and manually create ALL their reports across the three policies.

This is one situation where automation can create a real mess.
Let me know if I can help with anything further!

TJN

Same issue, any guidance would be appreciated.

Karisa Latta

Hey TJN!

We don't have any updated guidance outside of the previous answer. Have you tried that method yet to see if it will work for your team?

SAOSBR

Any updates here? It is pretty hard to manage all this.

Katie Oswalt

Hi @SAOSBR I'm not sure what update you're looking for, as there isn't anything broken and this isn't something that we are changing. The answer above from December 2018 is the best guidance we have for you.