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Custom Report Names

BrycejrichBrycejrich Expensify Customer Posts: 1

Allowing report names to be edited by employees or at least the ability to create a custom formula for that policy to determine how report names are generated.

“Employee Name-Tag-date of first recite - date of last receipt”

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Gathering use cases · Last Updated

Comments

  • Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 694 Expensify Team

    Hi @Brycejrich Welcome to the Expensify Community!

    Both of these things are currently possible.

    To allow Employees to rename their reports, you'll want to ensure 'Enforce Default Report Title' is disabled under Settings > Policies > Group > [Policy Name] > Reports.

    And you can set the default report title in the same place. Check out our guide to the formulas available!

    If this is not what you are referring to, please do elaborate further!

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