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How to have reports auto-generate into the separate months without auto-submitting?

BiteSquadBiteSquad Posts: 3Expensify Customer

Unfortunately, though the reports generate automatically with the settings, they allow current month charges to go onto the prior month report if it is in an open state. For example, October 1st charges are hitting September reports until the report is submitted. This creates a big headache for reconciliation purposes. and we have to manually break the reports before syncing them into Intacct.

Answers

  • Nicole TrepanierNicole Trepanier Expensify Success Coach Posts: 699Expensify Success Coach - Admin Expensify Success Coach

    Hi @BiteSquad! Can you tell me a bit more about why you don't want to use auto-submit? You can always retract a submitted report but using this feature would keep your expenses on monthly reports.

  • BiteSquadBiteSquad Posts: 3Expensify Customer

    Hi Nicole!

    We prefer not to auto-submit for a few reasons. If we set to autosubmit at the end of the month, it may submit without the report being complete as last minute charges come into Expensify.

    We have tried the "offset" but if we set a 4 day offset, than if a charge for the next month on the 1st comes in, it will add to the report - regardless of the month the report is intended for. (It never used to do this in our old policy, but has been an issue since July)

    We also prefer no auto-submit as it can cause confusion for our team members.


    Thanks for asking!

  • Sheena TrepanierSheena Trepanier Expensify Success Coach Posts: 1,992Expensify Success Coach - Admin Expensify Success Coach

    Hi @BiteSquad -- thanks for the extra information, it's super helpful! There isn't a way to automate reports such that they populate for a month and then a new one is created at the start of the next period.

    Scheduled Submit works on a frequency or on manual submission. As long as manual is used and employees are required to submit expenses based on the statement period, you'll continue to run into the manual work of moving expenses around that import before the previous month's report is submitted.

    Are you using a company card connection through Domain Control to import expenses for employees? Working with other companies using a similar workflow, I've had good success with the admin using the reconciliation dashboard to populate reports on behalf of cardholders, based on the date range.

    The burden on the employee to keep uploading receipts for their expenses and coding them, but they don't have to worry about adding any expenses to a report.

    If you have a domain control card connection and you want to know more about that process, let me know!

  • DeliveryExpressIncDeliveryExpressInc Posts: 2Expensify Customer

    We are just getting started with Expensify and this is also causing confusion with our team. Ideally we could either batch expenses by expense date but not auto submit. Or allow a buffer period of a few days after the report cutoff date so that employees can review expenses (such as the ones on the last day) before the report auto submits.

  • Nicole TrepanierNicole Trepanier Expensify Success Coach Posts: 699Expensify Success Coach - Admin Expensify Success Coach

    Thanks @DeliveryExpressInc for all the information! I actually think the best thing to do here is to use our “Ideas” category to share your feature request. After you do, other Expensify users will be able to vote on the idea and we can gauge the demand for it.

    The most popular ideas will be reviewed by our team and have a real chance of being placed on our roadmap.

  • BiteSquadBiteSquad Posts: 3Expensify Customer

    Thanks so much for the suggestion and information Nicole!

  • Nicole TrepanierNicole Trepanier Expensify Success Coach Posts: 699Expensify Success Coach - Admin Expensify Success Coach
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