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Automatic Report Assignment

Jason_AshbyJason_Ashby Expensify Customer Posts: 4

Is there a way to turn off the automatic report assignment ? When I submit an expense expensify automatically assigns it to one of my created reports sadly it’s generally the wrong one and then I have to hunt through the expenses to fix the issue .


Best Answer

  • Stevie LaFortuneStevie LaFortune Expensify Team Posts: 172 Expensify Team
    Accepted Answer

    Sorry about the back and forth on this @Jason_Ashby -the steps that April gave you are a one time deal that will take care of this for you. On the mobile app, this is a "Sticky" setting. Once you follow the process to "not report" a SmartScanning expense, going forward, your next SmartScanned receipts won't be reported either. If you do decide in the future that you do what them to automatically be added to a report, you'll need to do the same steps.


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