Setting to Prevent Expense Report Submit until Bank Account has been Setup

We have an issue where users are not setting up their Reimbursement accounts in a timely manner.  As a result, when Expense Reports are submitted for these users, the reports will not export to our Accounting system (NetSuite), since the report only exports after Reimbursement has been completed.  This prevents our Accounts Payable from registering properly in the Accounting system in the case of Expense Reports that are submitted and left unpaid for weeks or months.

We would like to propose a setting that prevents any Expensify user from submitting any Expense Reports unless they have set up their reimbursement account first.  This would ensure that all of our future Expense Reports will export in a timely manner and in the accounting period that they are supposed to be in in.  
1 votes

Gathering use cases · Last Updated


  • Jason LiJason Li Posts: 50Expensify Team Expensify Team
    Hi @MICHAELSBEVI - welcome to the Community, and thank you for sharing your idea! Please feel free to upvote this idea, and I'd encourage others to upvote this idea for our team to gauge demand.
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