Deep Dive: Automating report creation and taking the work out of expense reporting
Sheena Trepanier
Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
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:
Related Articles
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.
Related Articles
- How-to: Enable Scheduled Submit for individual use
- How-to: Enable scheduled submit for my Group policy
- Deep Dive: What is Scheduled Submit and how does it work
- How to: Submit your report
Tagged: