Submitting reports
Is there a setting that automatically submits reports for you? The reason I ask is my reports are automatically submitted and I would prefer to submit manually. Can you let me know where the setting is to only submit reports manually?
Answers
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @HCF_841 Welcome to the Expensify Community!
I think that what you are referring to is Scheduled Submit - this is when your expenses are put on report and then automatically submitted at a certain timeframe.
You can turn this off under Settings > Policies > Group > [Policy Name] > Reports
Let me know if I can help with anything further!
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Thank you for the reply. Currently I'm on the individual Free version of Expensify and don't have any policies in place - I believe this is only with paid version of Expensify?
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Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamNot at all @HCF_841 - you can set this up if you've configured your Individual Policy for Submit. Navigate to the Expensify Pricing Page and select "Submit" from the two Individual options.
Then, navigate to your Settings > Policies > Individual > [Policy Name] > Reports > Report Basics and Scheduled Submit settings to set this up!
You can learn more about Individual Scheduled Submit here.
