Flow charts
Hi I still have no response. I also have my own expenses that have been approved by another user and now am trying to do the final approve and cannot do this either. You really need a flow chart to give a better idea of the options as I have been using this for 3 months and have had nothing but problems, when it is meant to make expense submission easy and it is ANYTHING BUT.
And there is no reponse!!!
IN COMPLETE FRUSTRATION AND NOW I AM PAYING 14 PER MONTH PER USER FOR WHAT?
Comments
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Cheryl Walsh Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 107 Expensify TeamHi Stuart, thank you for writing into the community. I checked for recent correspondence and I noticed that your chat got stuck in our system this morning- apologies for that! Concierge has responded to your enquiry now. Feel free to reply to the chat if you have any more queries. Thank you!
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What is the point of admin if I cannot do this for another user?
And radio silence.....
Is there anybody out there?
Also so why can I not approve my report that has been approved by another user. It really is just words and is impossibel to fathom give us a flowchart with some logic!
Some of us are more visually minded.
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Hi @Stuart_Major! Looks like Concierge replied to you about a minute ago.
You can submit on behalf of users, except when the user submits to yourself. You can always become a CoPilot for your users if you want to be more hands on, bump them by adding a comment in the Report History and Comments letting them know their report needs to be submitted, or enabled Scheduled Submit so that Concierge submits on behalf of the user.
We can continue the discussion via Concierge as it will be helpful to look into your account, and see your specific approval settings.
Speak soon!
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It just gets more confusing words, words, words....
Can we have some flow charts? You are not addressing this issue, why does expensify make it so difficult?
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A flow chart for what specifically? The Advanced Approval workflow? If so, there is a great chart and detailed example here.
Again, it'll be helpful if we continue chatting via Concierge so you can tell us exactly what you are looking for. In your reply to Concierge let us know your ideal workflow (ex: employee A submitting to employee B, then employee C final approving) so that we can show you how to set that up.
Thanks!
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The process.
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That is a page of text with some screenshots not a flowchart.
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@Stuart_Major as mentioned, let's continue this chat in Concierge. It's helpful to gain access to your account, and have you explain specific use cases with real life employee examples in your policy which isn't great doing over the Community as we don't want to reveal your user's emails in a public forum. Thanks!
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I have done this, but was getting nowhere (no reply on the chat). I have finished the chat, I have business to run and submitting expenses was taking up far too much time and was not painless, so I will have to come back.
At present I have been told watch the video - not what I asked.
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@Stuart_Major the video might be helpful though so that you can get a sense of the bigger picture of Expensify. I've read through your chat with Concierge and it looks like there is some confusion around some nitty gritty Expensify details, which should be grasped before setting up your account.
For example, the difference between expenses and reports. Employees create expenses, and add them to Reports. These reports are submitted for approval.
The difference between a CoPilot and an Approver. A CoPilot is someone who is granted full access to your account in order to help you create expenses, or essentially do anything on your behalf (think a EA use case). An Approver is someone you set up in the People table that is responsible for approving submitter's reports.
I recommend watching the Employee Training and Admin Training webinars that are linked here. After watching these two webinars, please let me know if there is still something you're getting stuck configuring!
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And I still do not understand why admin cannot admin the whole process including "personal" accounts that the company is paying for.
I am still waiting for a use case as to when an employee would want to submit, report and approve expenses to themselves. I found this confusing from the start. There should be an option to turn the personal expenses funciton off.
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And here: https://community.expensify.com/discussion/5594/deep-dive-advanced-approval-detailed-example/
On the deep dive page Lucy is an final approver but what happens when Lucy has expenses that need approval?
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@Stuart_Major, are you referring to the Personal (Individual) policy? You can definitely remove that option for employees. You'll use Domain Group rules to restrict employees to submitting on your company policy.
Then you set up Lucy's workflow accordingly. You set Lucy's Submit To to the approver who is responsible for approving Lucy's reports -
Both topics are demonstrated in the Admin Training webinar 🙂
