Can an admin setup a report for other Expensify policy users for a defined time period

caleb_hauck_77 Expensify Customer Posts: 3

Wondering if an admin can pre-establish reports with a specific time period of from and to dates, for users to add expenses to. Similar to Concierge but performed by an admin?

Best Answer

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
    Answer ✓

    Hi @caleb_hauck_77 there is one way, but only for centrally-managed company cards. And it can't be done in advance.

    If users leave everything Unreported, and Scheduled Submit is completely disabled so that users have no Open reports at all, the Domain Admin can use the Company Card Reconciliation Dashboard to define the date range and add all expenses to a report for the user, and submit it.

    All the users will need to do is ensure everything is coded and merged before the end of whatever period the Admin uses.