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Assign user to see reports pending export in their inbox

DaveCWS Expensify Customer Posts: 13 Expensify Newcomer


I currently see reports which are approved but pending export in by Inbox. How can I add our Accounting Manager to also see these reports in her inbox, until they are exported?


Best Answer

  • Sasha Kluger
    Sasha Kluger Expensify Success Coach - Admin Posts: 115 Expensify Team
    Accepted Answer

    Hi @DaveCWS - it sounds like you are the Preferred Exporter in your company's Expensify policy. To change the preferred exported to another policy admin, go to Settings > Policies > Group > [policy name] > Connections, then click Configure under QuickBooks Desktop, and change the Preferred Exporter.

    If you need any further help on this, feel free to reach out to Concierge directly for help!


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