Default Report: how to automatically assign new/untouched expenses

BrianAtBunkey

How do we set the default report for new expenses that haven't been reviewed?

Ideally, I want to set the default to "No Report" or "Unassigned" until i've reviewed them. Perhaps assign them based on Payee, category, etc.

Lauren Schurr

Thanks for writing in, @BrianAtBunkey! As long as you have Scheduled Submit enabled, expenses will be automatically added to the most recently edited Open report in your account. If an Open report doesn't exist, new expenses will be added to a brand new report. You can manage your Scheduled Submit settings at the Group policy level and the Individual policy level.

If you wish to have certain types of expenses automatically added to reports, I'd recommend utilizing Expense Rules.

Let me know if there's anything else I can help with!