My Admin left the company

Kistna

Hello my Admin left the company and I am taking over the account.

I need to remove her and set myself up as the Admin.

Sasha Kluger

Hi @Kistna - it looks like you are already set up as a Policy Admin and the Billing Owner for your company's policy, so you're good to go! Next month, you'll be billed for your company policy's activity on the Billing card setting up in your account.

Kistna

Thanks Sasha, much appreciated.

However, I do not have the tabs at the top to move reports from "open" to approved or processed.

What happened to my tabs?

Kistna

Now all of my members reports are gone!

Help.

Rachael Hopkins

Hi @Kistna Expensify does not have tabs like this, nor anything that 'moves' reports from one status to another per se. I think it might be good if you attend some training asap!

We have a live webinar in a couple of days, or you can watch a recording immediately if you prefer.

I think what you are referring to is the Status filters on the Expenses and Reports pages, these are to help you see which expenses/reports are in what state.

Submitting a report moves it from Open to Processing, and Approving that report then changes it to Approved. I recommend you watch the video asap - apologies for my strong kiwi accent! It has subtitles if you need them! 🤣🥝🇳🇿

Kistna

Thank Rachel, much appreciated.

Yes, I would like some training. How do I get my Status filters back?

Jeremy Boniface

You may need to click Show Filters to see the status filters:

If that doesn't help, can you clarify what you're seeing on your end regarding the status filters?

Kistna

Jeremy, Thank you.

How do I change the status from open to approved?

Jeremy Boniface

Do you mean for the filters, or do you mean you need to change the status of a report to approved? If you're trying to affect a report status, first, you'll access the report and submit it. This will move it to Processing. Once in Processing, either a Policy Admin or the designated approver can approve the report. Let me know if you have any additional questions!

Kistna

Thanks Jeremy,

Yes, how to set myself up to be a Policy Admin or the designated approver? Please note, our admin set up this account and has now left the company.

Jeremy Boniface

You do this through the policy via Settings > Policies > Group > [Policy name] > People. If you don't have access, you'd need to ask a current Policy Admin to add you as a Policy Admin from their side. If you need to keep the old policy and have no way to become the Policy Admin, I would recommend having your IT team re-provision the original admin's email inbox, so you can request a password reset and access the original Policy Admin's account that way.

Kistna

Like this?

Leslie Rodriguez

Hi There! It does not seem like you have access to either of these policies...which is odd because the second one is owned by you! Is it possible that you are using more than one email to access Expensify? I highly recommend writing in to our support team at [email protected] so that we can get you sorted. Cheers!