Is it possible to combine reports at the approver level?
I know that submitters can adjust their expenses to show on a single report (as lovingly explained here) but is there a methodology for the approver doing so if the submitter neglects?
We have a handful of users who continue to submit 1 or 2 items at a time and when you only approve monthly, it adds a lot of noise ...
Best Answer
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Hey @MattSCPA!
Great question!
While there is no way to stop employees from submitting their receipts, there is a way to automate this. I'm thinking that if the process were automated, the employee would simply take a picture and code, leaving the submission to the automation. That way, you receive reports only at certain times during the month. Does that seem like a viable solution?
Answers
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We have automation set to 'on', so we'll change it to monthly instead of weekly. Thanks!
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No worries! The other component of this is telling the employees to let the automation do it for them. I recommend communicating this with them and that should alleviate some of the report submission. Good luck!
