Finding policy

andrewbatesandrewbates Posts: 1Expensify Customer

When I signed up I have an individual policy which looks like it was automatically created/, default.

To submit my expenses to company they asked me to select their policy but I cannot find anywhere in app or expensify website how to find and select the policy for the company I am submitting too. I signed up with the email address they have for me too.

Thanks

Answers

  • Sophie_ExpensifySophie_Expensify Posts: 44Expensify Customer, Expensify Success Coach Expensify Success Coach

    Hey @andrewbates! It sounds like your company needs to invite you to their policy, which means you'll need to reach out to your company's Expensify admin. Typically, you'll receive an email notifying you that you have been added to the policy.

    Just to double-check, if you head to Settings > Policies > Group [Policy Name] > Overview - do you see your company policy there?

    Let me know how you get on with this, or if you have any questions!

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