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Stopping Reports being automatically submitted every week

Cole1995
Cole1995 Expensify Customer Posts: 1

Hi,

How do I stop my reports getting automatically submitted every week?


Thanks

Answers

  • Sheena Trepanier
    Sheena Trepanier Expensify Success Coach - Admin Posts: 1,346 Expensify Team

    Hi @Cole1995, good question! There are two settings that control the automatic submission of reports depending on the type of account setup you have. The feature that controls this is called Scheduled Submit and it can be configured or disabled as you need.

    Individual policy

    Head to Settings PoliciesIndividual [Individual policy] ReportsScheduled Submit and check to see if Schedule Submit is enabled and at what frequency.

    You can click the green toggle to disable it entirely or you can change the frequency in which your reports are submitted so that it better fits your workflow.

    Group policy

    If you're using Expensify for your company and submitting reports to an admin, you'll most likely need to ask your admin to adjust or disable the settings. They will be the only individuals with the access needed to do so and can tell you more about the decision to use Scheduled Submit.

    If you are a policy admin, you can find these settings from Settings > Policies > Group [Policy Name] > Reports > Scheduled Submit.

    Cheers!