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How-to: Find and use Report History and Comments

Stephanie ElliotStephanie Elliot Expensify Team Posts: 61 Expensify Team
edited September 30 in How-to Docs
Need to check out the history of a report? A full audit trail of any report, complete with any comments added at any point, is available at the bottom of the reports page. This section of the report shows details like who submitted or approved the report, report and expense rejections and any changes made to the report by approvers and admins. 

Where to find the report comments and audit trail

  1. Open an expense report on the web or on your mobile app
  2. Scroll to the very bottom of the report. You'll see a full audit trail as well as any comments that have been written for this particular report

Leave a comment on a report 

Report comments allow employees, approvers and administrators to communicate on an expense report. Anyone with permission to view the report can add a comment by typing and hitting enter. 

When a comment posts on the expense report, all users who have taken action on that report will receive an email notification. The email will include a link to the report, making it easy to comment, if needed. Hitting "Reply" to the email will also record the email response in the comments of the report.

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