Credit card expenses
My company credit card has been linked to Expensify.
I need to change the expense categories but when I try to do that it tells I can't because I'm not a domain admin.... but I am a domain admin
I also get a message that their waiting for me to add the expenses listed on my credit card to a report....
How do I do that?
Answers
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Hey @Bevv !
Expense categories are only available to add or edit via Settings - Policies - Group - [Policy Name] - Categories. Can you try accessing this section and letting us know if that works?
For the message about adding expenses to report, this is just the system noticing you have expenses but you haven't reported them yet. Head over to your Expenses page, choose your desired items and click Add To Report. You can also enable Scheduled Submit to automatically do this work for you moving forward.
I hope this helps! Please let me know if you have more questions.
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When I try to add the expenses to a report I get this message:
Cannot report expenses
Looks like you're trying to create a report for [email protected]'s expenses however you're not a policy admin on their primary policy.
Please update their primary policy in their domain group before trying again.
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Hi Bev! Were you able to follow the instructions in the error message to change the primary policy for [email protected]?
