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Policy Admins to be able to create new reports

JenicaJenica Expensify Customer Posts: 10 Expensify Newcomer

As a Policy Admin, there are various times when I would like to be able create a new report for one of my users. As of right now, that feature is not available. I recognize that on the reconciliation dashboard you can create a new report if all other reports are closed, but it does not allow you to create a new report if one of the user's reports are still open.

This would allow to organize expenses as needed. Often I need to separate transactions within reports based on their dates, or I would like to submit some of the expenses within a report, but not all. As of right now, my go around is to submit the whole report and then "reject" every single expense I actually wanted on a separate report. I would love avoiding this "go-around".

4 votes

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