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Auto Submit by Calendar Month (to support accounting month-end processes)
I'm not sure if this is a new idea or not, Zoom support suggested I add this here as a way to potentially get it on the roadmap....
This is in regards to the auto-submit feature.
I understand that the auto-submit is setup to make things easier for the users and kind of assumes that all users always enter expenses at the moment they are incurred. Something that would really be cool is to allow an option that is setup to facilitate corporate accounting and expense processes. Here is a super common use case that corporate customers would absolutely love. This seems like a super easy thing to put on the roadmap and would be a huge win for marketing/sales.
As an accounting department, I have to close the books on the 10th of every month (most companies are similar). It is really important that I have all expenses for the previous month submitted by like the 6th of the month. Of course we have a policy for everyone to submit by then, but people get busy and forget. Unfortunately, our users (and I'm guessing this is common) don't always enter every expense at the moment it happens, they often create them after the fact when they have time. So, I can't setup auto-submit for the last day of the month, it would not work. I initially set up auto-submit as "monthly" on the 6th day of the month thinking it would wrap up everything from the previous month and auto-submit on the 6th day of the current month. This would ensure we get all expenses on time and my sales folks would not have to worry about remembering to get everything in on time, especially if they are busy or traveling. It has recently come to my attention that it does not work this way (if you set it for the 6th then it literally submits for the 6th to the 6th). My request is to have a way (a check box or something) that allows the monthly submission to include all expenses (or reports with at least one expense) from the previous month to be auto-submitted, but not necessarily on the last day of the month (like a few days into the new month, like the 6th). It gives the users a few extra days to get caught up and supports common accounting processes. This seems like something that pretty much all companies would want to use.
I hope this makes sense.