How do I mark a report as closed?

dominique_123dominique_123 Posts: 1Expensify Customer Expensify Newcomer

How do I mark a report as closed?  It does not appear to be an option.

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,914Expensify Success Coach - Admin Expensify Success Coach

    Hi @dominique_123, welcome! The option to Close a report is not available if an Approval Workflow is in place for the policy the report is submitted on.

    A Submit & Close workflow, or a free account would have the ability to close reports. If Submit & Approve or Advanced Approval is being used, then reports flow from Open, through Processing, and after final approval they are marked as Approved rather than closed.

    You can learn more about approval and report states in our Help Center or feel free to let me know any follow-up questions you have. Cheers!

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