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How-to: change the frequency of report submission

Isabela Stisser
Isabela Stisser Expensify Team Posts: 186 Expensify Team
edited December 2019 in How-to Docs

If you need to make changes to the frequency of your Scheduled Submit, here are steps to do so and an explanation of each frequency!

  • For Individual policies, you can change the Scheduled Submit frequency by heading to Settings > Policies Individual > [Policy Name] > Reports .
  • For Group policies, you can change the Scheduled Submit frequency by heading to Settings > Policies > Group > [Policy Name] > Reports .

(Note: If you have Concierge Approval enabled, please see additional notes below**)


  • Disabled: Reports will not be automatically generated.
  • Daily: Expenses will be added to any currently available open report. If one isn’t available, one will be created. Expenses without violations will be submitted nightly. Expenses that do have violations will stay behind on an open report until the violations are corrected, then harvested that evening (PDT). 
  • Weekly: Expenses will be added to any currently available open report. If one isn’t available, one will be created. Expenses without violations will be submitted weekly. Expenses that do have violations will stay behind on a new open report and collect with any new expenses, then submit at the end of the next weekly cycle (on Sunday evening, PDT). 
  • Twice a month: Expenses will be added to any currently available open report. If one isn’t available, one will be created. Expenses without violations will be submitted on the 15th and the last day of each month, in the evening (PDT). Expenses that do have violations will stay behind on a new open report and collect with any new expenses, then submit at the end of the next cycle. 
  • Monthly: Expenses will be added to any currently available open report. If one isn’t available, one will be created. Expenses without violations will be submitted monthly. Expenses that do have violations will stay behind on a new Open report and collect with any new expenses, then submit on the evening (PDT) on the day you indicate.
  • By trip: Expenses are automatically added to an open report with expenses less than 2 days prior within it. Should two days elapse without a new expense being created, the report will be submitted the evening of the second day. Subsequent expenses will create a new report. (Note: the '2 day' period is a date period, not a period of 48 hours).
  • Manually: An open report will automatically be created and expenses will be added accordingly, but we will not submit the report automatically. Reports will need to still be manually submitted.

For Individual policies, you can change the Scheduled Submit frequency by heading to Settings > Policies Individual > [Policy Name] > Reports .

For Group policies, you can change the Scheduled Submit frequency by heading to Settings > Policies > Group > [Policy Name] > Reports .

***If you are using Concierge Approval, report behavior will be a bit different.

The submission process could create up to 3 reports per report it harvests:

  • One report with expenses without any violations or notes. This report will be auto-submitted (based on the schedule and timeframe, above) and auto-approved.
  • One report with the expenses that have notes or dismissed violations. This report will be auto-submitted (based on the schedule and timeframe above) but not auto-approved.
  • One report with the violations that is not auto-submitted.

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