Are you receiving SNAP/EBT benefits? The Expensify.org/SNAP-VAX campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP receipt and $50 for getting your COVID-19 vaccine here and join today!

Idea: Option to Disable Individual Policies in Domain Control

AnaquaKP
AnaquaKP Expensify Customer Posts: 28 Expensify Newcomer
edited June 2020 in Ideas

My idea for this would be if an account is managed under a verified domain, the Domain Admin can disable its individual policy. The use case is to prevent users from getting confused when submitting expenses when they are allowed to submit in multiple policies. There isn't any reason for users on a domain controlled account to use their individual policy because all expenses should be captured by the accounting system.

6 votes

Understanding the Issue · Last Updated

Comments

  • Karisa Latta
    Karisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 144 Expensify Team

    Hey @AnaquaKP

    Thank you for sharing your idea! Visitors to this thread can vote for the idea by clicking the small up arrow in the yellow voting box just under your comment.

    We keep track of idea threads and how many votes they receive. The most popular ideas have a real chance of making it on to our feature design roadmap. Your help evolving our product through your participation in this idea campaign is very appreciated!

    I just wanted to give you a little context into why we haven't created a feature like this to-date. The main goal of the Individual Policy is to give end-users autonomy outside of their company use cases. We believe that Expensify can be used for all expense tracking purposes and have done our best to keep any perceived barriers low.

    Please let me know if you have any questions or concerns I can address.

  • dlavin
    dlavin Expensify Customer Posts: 4

    Hi, I want to add to this. I don't believe our employees should be using their profile created using their work email address and Expensify account that we pay for for their personal, individual, non-reimbursable expenses. If they want to use Expensify for non-reimbursable expense tracking, they should be able to create an account under their personal email addresses. I don't see any use for the Individual Policies for corporate domains. None of our employees use them except when they accidentally submit under those policies and wonder why they haven't been reimbursed.

    I regularly have to work with employees to resubmit reports to the correct policy because of the Individual Policies. Our employees are just as frustrated with this arbitrary policy as I am because it causes delays in reimbursement that even admins can't identify until the employee asks.

  • Jeremy Boniface
    Jeremy Boniface Expensify Team Posts: 183 Expensify Team

    Just to clarify, you're joining this thread/idea because you have users that are supposed to submit in multiple policies, just not the Individual policy, is that right? If not, you can disable the Individual policy by restricting them to their company policy via Settings > Domains > Domain Groups > Edit > Restrict Primary Policy Selection. If you have users who do submit on multiple policies, I'd be curious to understand that use-case better, as it's typically not recommended to have users switch between submit policies.