Report for Rejected Expenses

Brooklyn

Is there anyway to run a report of all the expenses that were rejected in a specific month and what those rejected expenses were? 

Michelle Niemi

Hi @Brooklyn There is a custom export that I have added to your account in Expensify. It can be found under your Export>Rejected Reports.

Brooklyn

I can't find it, can you please give me all of the steps to find?

Ben Fitz

Sure thing! When on the Reports page, select a single or group of reports using the checkboxes on the left-hand side of the page, and then in the top-right corner, click Export To. This will produce a drop-down menu with a range of options, one of which will be the Rejected Reports option. Click this to get the export processing.

Let us know if you have further questions here!

evgeniya_a

Hello,

I'm wondering the same thing. What settings/ formulas do I need to use to create this kind of report?

Thank you!

Mark Louis

Hi @evgeniya_a! I've added this custom export to your account. You'll see this in your account now when selecting reports from your report page in the Export To dropdown. It is called "Rejected Reports".

evgeniya_a

Thank you, but it's sitting in my personal account.

Is there a way I can copy this to our main account from my personal one?

Rachael Hopkins

Hi @evgeniya_a can you email Concierge with a link to this post and a list of all the email addresses you want the report against? Let's not share those in public!

evgeniya_a

For sure. Thanks Rachael!

Jramirez

How can I get this report for all of our users?

Sasha Kluger

Hi @Jramirez - I've added the export to your Expensify account. We're only able to add this report to specific user accounts one at a time, so it's not possible to add to every user's account to run themselves, but if there are other admins you'd like to have access to running the report, please reach out in Concierge and let us know the email addresses of the admins who should have access.

Jramirez

Thank you, Great Report!

Sasha Kluger

@Jramirez thanks for the response, glad I could help!

FrazerAccounting

Can I please get access to the rejection report? We want to be able to run metrics on our expense reporting policy.

Matt Cole

All set @FrazerAccounting!

Jramirez

I have a question. I noticed the Rejection Report has a column for "Reason/Comment." Where would we submit the "Reason/Comment" for it to pull into the report?

Jramirez

https://community.expensify.com/discussion/comment/21600#Comment_21600

Can anyone help answer this question?

I appreciate any help you can provide. Thank you

Jeremy Boniface

@Jramirez When you reject the report you should be prompted for a reason for the rejection.

Jramirez

@Jeremy Boniface Thank you for the reply. We do not have a reject button, only a reopen button.

Jeremy Boniface

It sounds like the report is in the Closed state. That is not a state that requires approval, so there is no rejection here. Rejections only apply to reports that are using an approval workflow in Expensify.

Jramirez

@Jeremy Boniface, We got it all set up and working now. Thank you for the help.

Eva_B1

Hi Team! Is it possible to add this report to my account as well? Or is there any other option to get this report? Thanks