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Create and share a report with user

JoelleJoelle Expensify Customer Posts: 1
How do I create and share a report with another user that will enable that user to add expenses to that report and allow me to continue to see added amounts and maintain admin over it. 

Answers

  • Maddy LewisMaddy Lewis Expensify Success Coach - Admin Posts: 78 Expensify Team
    Hi @Joelle - Thanks for checking in about this! 

    I want us to back up a bit since the scenario you outlined doesn't quite line up with how Expensify is intended to be used. 

    Rather than creating a report for another user that you're the admin over, you'll want to do the following instead:
    1. Create a group policy
    2. Invite that user to your policy as an employee
    3. Then, the employee will create an expense report from their own account
    4. Since they're creating a report on the policy that you're the admin of, you'll have visibility into that report
    5. You can configure your policy so that the user submits the report to you for approval

    I want to point you to our Admin Onboarding Webinar! This is a great webinar that goes over how to use Expensify from an admin's point of view. This should help you a ton right off the bat! 
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