Policy Option to Remove Rebill and Invoicing permissions

srkembark

My company uses expensify only for expense tracking. The Rebill and Invoice buttons and options are very misleading and confusing to my employees and these buttons sometimes accidentally get selected as they do not even realize that expensify offers an invoicing feature. When the rebill button is selected - all of the expenses automatically get duplicated that can be submitted for review/approval again but there is the option to submit to anyone for approval, which makes this issue even worse. It would be great if, on the domain or policy level, there was an option to disable the rebill/invoice capabilities.

Matt Moore

Hi @srkembark,

You'll want to head to your policy settings to disable the billable/non-billable toggle:

You can get there by heading to Settings > Policies > Group > [Policy Name] > Expenses > Expense Basics.

srkembark

@Matt Moore Oh I was not aware that this options was causing the rebill to be available - thank you! Our company does rebill some expenses to our clients but through our invoicing platform and have been using this checkbox to be the 'trigger' for us to include on an external invoice. Do you know if a work around where I can disable this feature but still designate certain expenses as billable? Maybe through separate expense categories?

Sophie_Pinto

You could do that via expense categories but the Billable feature is an all or nothing setting; i.e. you cannot enable the setting for some expenses. @srkembark