We have multiple policies and non-employees (not on domain) that are submitting expense reports. Is there a way we can restrict them to only submit expense report to the company policies instead of their own policies?
@Ellie_Ding Because we don't have the option to control non-domain accounts, they will always have the option to use their personal policy. There is no way to restrict this in Expensify.
Is there a way we can add a banner note to the users to instruct them at least to help with the confusions?
@Ellie_Ding We only use banners for site issue notifications. I recommend sending an email to all users letting them know how you would like them to use the policies. If any are submitted incorrectly, I recommend rejecting them back to employee to make sure they know they did it incorrectly.