Unreported User Expenses on Expenses Page (NOT Reconciliation Dashboard)
When my company first started using Expensify in September it seems our policy had a "glitch." All along I, as a Policy and Domain Admin, had access to view individual's Unreported expenses directly on the Expenses page. Screenshot below:
Suddenly, from one HOUR to the next, Unreported expenses were hidden from me. I immediately reached out to customer service believing there was some sort of service outage. It turns out I should have never been able to see user's Unreported expenses, only those that are currently in an Open or Processing report.
It is quite frustrating having now to go through a more cumbersome route of using the Reconciliation Dashboard to view Unreported expenses for a specific user. Instead of just clicking once or twice on the Expenses page, I now have to navigate through more than three links and 10+ clicks to view each users Unreported expenses. More frustrating is that I have to click each user's total expenses which then open in a new window. A new window that looks exactly like the Expenses page access I USED to have.
Given that Expensify clearly does have the capability to filter Unreported expenses directly on the Expenses page, I believe it would be much more efficient and productive to implement this feature instead of having to waste time through the Reconciliation Dashboard route.
Suddenly, from one HOUR to the next, Unreported expenses were hidden from me. I immediately reached out to customer service believing there was some sort of service outage. It turns out I should have never been able to see user's Unreported expenses, only those that are currently in an Open or Processing report.
It is quite frustrating having now to go through a more cumbersome route of using the Reconciliation Dashboard to view Unreported expenses for a specific user. Instead of just clicking once or twice on the Expenses page, I now have to navigate through more than three links and 10+ clicks to view each users Unreported expenses. More frustrating is that I have to click each user's total expenses which then open in a new window. A new window that looks exactly like the Expenses page access I USED to have.
Given that Expensify clearly does have the capability to filter Unreported expenses directly on the Expenses page, I believe it would be much more efficient and productive to implement this feature instead of having to waste time through the Reconciliation Dashboard route.
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First, can you help me understand what you are wanting to see unreported expenses per individual for? Once you get to the Expenses page via the reconciliation dashboard and are viewing their unreported expenses, what are you doing with them?
Secondly, are you familiar with our Scheduled Submit feature? This feature automatically adds transactions to an expense report as they are imported. This makes it so that there is one less step the user has to take in adding the expenses to a report and also gives instant visibility on those expenses to any policy admin. You can read more about that feature here: https://docs.expensify.com/en/articles/8284-scheduled-submit-group-policy-level
Looking forward to hearing back!
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0 · Off Topic Insightful Vote Up AwesomeAll I'm doing with the expenses is keeping track of who needs to submit reports as well as using them to see what expenses do not have a "match" on Quickbooks. We aren't a very large company, only about 20-30 corporate cards are being monitored.
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