Best practices on Reports by Employees
Hi; our company has just started to use Expensify and while many of the features are great for our needs I want to work out some of the bugs.
We had a few people testing the system before our roll-out this month. Is it worth having a clean start with all reports in April, and if so how should we address the previous charges?
As a follow up to that question: If I want to remove a report in such a way as to keep the system looking clean, How should I do that? If I reject a report it still sits around, I can submit it as well as policy admin but that just removes it from open? Basically I want an 'archive' feature.
Lastly, we have a scheduled report submission for month-end for us to review the charges before finalizing. Just to be sure: that keeps the report "open" until we have a chance to look at it? If not what are some better practices.