Chrome extension...as a copilot

LeonardLeonard Posts: 2Expensify Customer Expensify Newcomer

At our firm, we have an admin that creates expense reports for multiple employees. That admin has copilot access to her employee's accounts.

As a copilot, how can the admin use chrome extension in order to create receipts from webpage and have them populated directly in a specific employee's account?

Currently, the only workaround I can think of is if the copilot has the specific employee's account's login credentials, and signs out and back in as that employee prior to using chrome extension.

Answers

  • ChristinaDChristinaD Posts: 72Expensify Success Coach Expensify Success Coach

    Hi @Leonard Welcome to the Expensify Community!

    If the copilot has full access to the employee Expensify account, the copilot should be able to manually create an Expense on the web app and drag and drop the receipt image into the expense.

    To make sure I follow, will you tell me what chrome extension you are referring to?

    I look forward to hearing from you!

  • LeonardLeonard Posts: 2Expensify Customer Expensify Newcomer

    Hi @ChristinaD, thanks for your reply.

    I am referring to the Expensify Web Receipts for Google Chrome.

    Can a copilot who has full access use this extension to grab receipts off the web for their employees?

    Example: Jack is a copilot with full access for Bob. Jack downloads the chrome extension, and logs into their company's Amazon Business Prime account and views all orders Bob has placed. Jack wants to use the Chrome extension to create receipts directly in Bob's "Expenses" hub.

    Can this be done without Jack knowing Bob's expensify credentials?


  • Sheena TrepanierSheena Trepanier Posts: 2,042Expensify Success Coach - Admin Expensify Success Coach

    Hi @Leonard, thanks for confirming! The Chrome extension doesn't currently support Copilot access to upload receipts, sorry about that.

    This could be a good addition to our Ideas category where we track feature requests. Feel free to check it out here and add your idea!

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