Disable Sticky Report Assignment for Expenses

FletchFletch Expensify Customer Posts: 2 Expensify Newcomer
edited March 8 in Day to Day

Please write a WIKI/FAQ on how to do this. When I scan a receipt, it is being automatically assigned to a report.

This is UNRELATED to "Submitting" a report.

I have no Group Policy, I am paying for an Individual license only. I have disabled "Scheduled Submit" which, again, seems related to Submitting and, even when off, still says "Expenses will be automatically assigned to a report".

I have signed out, restarted my phone, cleared the app Cache and Files, Opened the App, Sign back in, and Sync. At that point, adding a receipt does NOT Automatically assign.

However, the moment I assign an Expense => Report, every future scan is automatically assigned to that report. Even if I do a scan, then change the report to a different report or (None), the originally selected report (or oldest, or random, or whatever) is automatically assigned.

Please document how to turn Sticky Report Assignment off altogether.

Answers

  • Jason LiJason Li Expensify Team Posts: 86 Expensify Team

    Hi @Fletch - welcome to the Community, and I'm sorry to hear that you're experiencing some trouble!

    This does sound odd, as disabling Scheduled Submit will ensure that expenses do not get automatically added to Reports (i.e. expenses will remain as "Unreported" in your account).

    Are you able to provide a screenshot of where you're seeing that "Expenses will be automatically assigned to a report" message, even if the feature has been disabled?

  • JakeJake Expensify Customer Posts: 21 Expensify Admirer

    I have the opposite problem--my expenses don't get assigned to a report and we want them to (because people other than the employee can't see them if they aren't assigned). I didn't think it used to work this way. "Scheduled Submit" is enabled and the screen does say that expenses will be assigned to a report, but it doesn't happen. What's up with that?

  • Conor PendergrastConor Pendergrast Expensify Success Coach - Admin, Expensify Team Posts: 100 Expensify Team

    Hey @Jake - that's a little tricky to answer in the abstract! I'd recommend getting in touch via the web app with a specific example of an expense that's not on a report, so that we can check out why it wasn't automatically added to a report

  • JakeJake Expensify Customer Posts: 21 Expensify Admirer

    Thanks, @Conor Pendergrast but I've already started that process. I've sent a report and a screenshot in at this point on it, so we'll see what becomes of it. Thanks again.

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