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Deep Dive: Automating report creation and taking the work out of expense reporting

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,315 Expensify Team
edited February 26 in Deep Dive Docs
Let's face it, you don't like the manual side of expense reporting and neither do we. That's why we give you the power to automate some or all of the process. 

To automate report creation, we recommend enabling Scheduled Submit. This feature is available for individuals or companies using Expensify.

Choose from:
  • With a Manual Frequency, reports are automatically created and populate with the expenses you add to your account. Then, when you're ready you will submit them manually. 
  • With an automated frequency, reports are created automatically and populate with expenses as they are added to your account. Based on the frequency you choose, reports are then automatically submitted based on your schedule.
Check out the related articles below to get started with the Scheduled Submit frequency that's right for you. 

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