Report auto-creation

DaveCWS

I have a policy where the Auto Submit option for reports is turned off. This policy is my default policy. However, new expenses I create are still automatically added to a report. What is driving these new expenses to be automatically added to a report? The expected behavior is for new expenses to not be added to a report. Thanks.

Greg Schroeder

Hi @DaveCWS! Note that even if all of your group policies have the Scheduled Submit feature disabled, you may still have Scheduled Submit enabled in your individual policy (which only applies to your account).

Can you check your account under Settings > Policies > Individual > [Policy Name] > Reports and double check your settings here? If Scheduled Submit is enabled here, you'll still see expenses auto-reported. Disabling this should do the trick. 👍

DaveCWS

It appears that the expense is being added to a report because the default field in the Report field on the report is set to (New).  How do I change this default setting to (None)? 

DaveCWS

Thank you @Greg Schroeder! I did have auto submit turned on in my individual policy. And when I turned it off, I'm now getting the behavior I expect. 

Victoria O'leary

That is excellent news @DaveCWS!
Thanks for letting us know