how to close a report ?

mazerolle Expensify Customer Posts: 4


That was fairly simple before !

I cannot find when I am in a report to close it.

Thanks for your help !


Best Answer

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
    Answer ✓

    Kia ora @mazerolle! It will all depend on your Approval Workflow.

    The Close option is only available on a Send & Close workflow. I took a peek at your Group Policy setup and it seems you have a Send & Approve workflow, which means all reports need to be Approved by you. The final status will be Approved or Reimbursed depending on whether the reports contain reimbursable expenses.

    Here's a bit of a guide to the different workflows.

    I hope that helps illuminate things!