option to make report names recurring?

cloudycloudy Posts: 2Expensify Customer Expensify Newcomer
edited August 2018 in Day to Day

It will be easier if there is an option for creating monthly credit card statements reports automatically

Comments

  • Sheena TrepanierSheena Trepanier Posts: 2,007Expensify Success Coach - Admin Expensify Success Coach
    edited January 4

    Hello @cloudy fantastic question! You can set a default report title format to be used for all reports under a policy. Once set, you decide if the title is enforced, aka it can't be changed.

    The default report title is located under Settings > Policies > Group > [Policy Name] > Reports.

    You also mentioned creating monthly credit card statement reports automatically, for this I would recommend using Scheduled Submit, and if you're using company cards also take a look at the Reconciliation Dashboard.

    Scheduled Submit will automatically add expenses to a report and generate new reports at the desired frequency. It can then be set up to automatically submit the reports at a specified frequency or to allow users to manually submit their reports.

    The Reconciliation Dashboard is a great tool for companies using company cards. With the Reconciliation Dashboard you no longer need to worry about your users submitting their expenses in reports created over the exact statement period! This tool allows you to run a report from your Domain Control settings for the desired period and check if all expenses have been submitted and approved.

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