Default Report

FredrikFredrik Posts: 3Expensify Customer Expensify Newcomer

Hi, I tend to have 2 - 4 Reports open at any given time and I send expenses to either of those 4 reports on a daily basis. I like to know if I can set one of them as my default as I tend to send most expenses to one of the 4 reports at certain times and it seems as if the Expensify app want to classify my expense into the latest created Report rather than the previously used Report. Is there a way to nominate the app to qualify the expense to the previously used Report?
Fredrik

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Answers

  • Sheena TrepanierSheena Trepanier Posts: 2,059Expensify Success Coach - Admin Expensify Success Coach

    Hello @Fredrik - welcome! At this time there isn't a way to designate a default report for expenses to flow into. Instead, you'll see the behavior you described where the expenses flow into your most recently report.

  • FredrikFredrik Posts: 3Expensify Customer Expensify Newcomer

    @Sheena Trepanier = I dont understand what you mean with " I will see the behavior result in the expense flow into the most recent report ". I am running 3 - 5 open reports at the same time and have various expenses to associate with either of those reports during a work-week, BUT the expenses tend to come in "bursts" where for 1 - 3 days all expenses go into one of the open reports and I like to be able to choose which of the open reports shall be the default at any given time so that I can toggle between them as to which one shall be the default at any given time. This make sense to me. . . .

  • Rachael HopkinsRachael Hopkins Posts: 978Expensify Success Coach - Admin, Expensify Team Expensify Success Coach

    Hi @Fredrik , being able to assign a default report is a great idea for those running multiple open reports simultaneously!

    If you can raise this in the Ideas section, then other users can vote on it and it will help us gauge the need for this functionality.

  • Fred_the_shred_2018Fred_the_shred_2018 Posts: 2Expensify Customer

    I want turn off the default report in the app how do I do that?

    I want all of my new expenses just to sit unreported so that I can decide which report is best for each one...

  • Brigid  BelloBrigid Bello Posts: 23Expensify Team Expensify Success Coach

    Hey @Fred_the_shred_2018, I just wanted to follow up on your second question here. If you don't want your expenses automatically added to a report at all, then what you'll want to do is turn off Scheduled Submit. Scheduled Submit is what adds your expenses to your most recently edited Open report automatically, so turning off this feature will mean that new expenses remain unreported until you manually add them to a report :)

  • gwwwgwww Posts: 4Expensify Customer Expensify Newcomer

    One of the most annoying things in Expensify is that expenses go into the last opened report automatically. I almost always must go through expenses and put them into the correct report. Part of the challenge of doing that is its hard to know that they have all been fixed.

    If nothing else it would be nice if there was a preference to not put any expense into a report automatically. At least that way I could search for all expenses without a report and then fix them.

    I have read @Brigid comment just above. I have Scheduled Submit turned off (its never been turned on to my knowledge) and expenses still are going into a report. So either Scheduled Submit is broken, it doesn't work as described above, or I have some other setting wrong.

    I'd certainly appreciate the help setting up Expensify so that my expenses remain unreported.

  • Sheena TrepanierSheena Trepanier Posts: 2,059Expensify Success Coach - Admin Expensify Success Coach

    @gwww - hmm, thanks so much for sharing. I'm happy to help here and have a question for you.

    Are you mainly creating expenses via the mobile app? If so, can you take a look at the Report field on the next expense you create on the mobile app? The report field is found by clicking on Add Details > More Options after snapping a photo of a receipt.

    If (automatic) is in the report field, go ahead and switch it to (none) and save the expense. This should clear the "sticky" automatic reporting occurring. However, if you ever join a policy with Scheduled Submit enabled, or enable if yourself, the automatic reporting will return to the mobile app.

    If (none) is already in the report field, let me know!

  • gwwwgwww Posts: 4Expensify Customer Expensify Newcomer
    edited March 5

    Thank you @Sheena Trepanier . Yes, most of my expenses are created on the mobile app (latest version on Android).

    I just took a photo of a receipt. I clicked Add Details > More Options. (automatic) was set. I switched it to (none) and saved.

    I waited until the smart scan had completed and then took a photo of another receipt. I clicked Add Details > More Options. (automatic) was still set. :anguished: After the smart scan completed the receipt was set to the last report that was created.

    I look forward to hearing more ideas!

  • Karisa CaudillKarisa Caudill Posts: 120Expensify Success Coach - Admin, Expensify Team Expensify Success Coach
    edited March 5

    Hey @gwww !

    It looks like you have personal Scheduled Submit enabled and that's what is keeping the (automatic) report setting alive. Can you please jump on our website from a computer, navigate to Settings > Policies > Individual > [Policy Name] > Reports and disable Scheduled Submit?

    Then, do the same trick where you scan a new receipt and change the report to (none) while it is still SmartScanning. From this moment on the field should retain and reuse the (none) option!

    Please let me know how it goes and if you continue to encounter undesirable behavior.

  • gwwwgwww Posts: 4Expensify Customer Expensify Newcomer
    edited March 5

    Thank you! That seems to have worked. I'll know better in a day or two. I appreciate your help! I was not even aware of Individual policy.

  • Karisa CaudillKarisa Caudill Posts: 120Expensify Success Coach - Admin, Expensify Team Expensify Success Coach

    You're very welcome! Keep me posted for sure!

  • bbosbbos Posts: 13Expensify Customer Expensify Newcomer

    Further to this, my 2nd last report has now become the default one. I had specially created a report for all expenses to be assigned to and now it is not being used. I must repeat that the reports feature seems to be so central to Expensify yet it lacks so much functionality. It would also be nice to bulk edit expenses to assign to a report.

  • Sheena TrepanierSheena Trepanier Posts: 2,059Expensify Success Coach - Admin Expensify Success Coach

    Hi @bbos, thanks for circling back! If you'd like report assignment to be available via Edit Multiple (bulk edit) I'd encourage you to add it to the Ideas category here in the Community. This is the best place to share feature requests because it gives us a chance to see the customer support for adding a feature.

    Add your idea here!

  • Sheena TrepanierSheena Trepanier Posts: 2,059Expensify Success Coach - Admin Expensify Success Coach

    Awesome, thanks for doing that @bbos. I've shared the link to the idea with my team members and we'll direct other customers to it if we hear similar requests. Cheers!

  • johnwjohnw Posts: 2Expensify Customer

    I'm a little lost as to why this use case isn't clear.

    Scenario:

    3 weeks out, I schedule a trip to happen in Sept. Create a report, Buy tickets, reserve a hotel. These expenses drop nicely into the report I just created.

    2 weeks out, I schedule a second trip that won't occur until October. Create a report, Buy tickets, reserve a hotel. Again, these expenses drop nicely into the report I just created.

    D-Day. I'm on the 1st trip. All day, every day, I am scanning and emailing receipts. And where do they wind up? In the freaking October Report! This is so annoying that I've taken to creating a bogus report just so new expenses don't get mixed up.

    Yes, I know about bulk edit. Why should I have to? As I recall, "I wasn't born to do expenses"

    The current behavior appears to be "new expenses are applied to the most recently created report"


    Feature request:

    Allow me to specify a report other than the most recent to receive new expenses. If not changed, then when that report is submitted, revert to most recent.

  • Sophie Pinto-RaetzSophie Pinto-Raetz Posts: 65Expensify Customer, Expensify Team Expensify Success Coach

    Hi @johnw - thanks for sharing your thoughts! I suggest you head over to this idea and cast your vote (and your use case if you wish), that way we can keep track for demand in one place.

    Let me know if you have any questions!

  • bbosbbos Posts: 13Expensify Customer Expensify Newcomer

    Hi all, get this! Now a different report is being used as a default. It isn't my last, or 2nd last as I reported above, but some other. This new one has consistently become my default.

    I am surprised that there is little user reaction to our ideas about this. Perhaps others don't use reports???

    I have stopped worrying about the reports. They would be very useful but are currently more effort than they are worth. My personal coach reminds me that it is easier to let go sometimes ...

  • gwwwgwww Posts: 4Expensify Customer Expensify Newcomer

    This was working for quite some time and in the last week or so this problem has recurred. Trying to turn it off again. Please help!!!

  • Sheena TrepanierSheena Trepanier Posts: 2,059Expensify Success Coach - Admin Expensify Success Coach

    Hi @gwww, thanks for circling back. Any chance the mobile app has new expenses set to "automatic" in the report field?

    If so, change that to "none" and save it, then try to create a new expense and we can see what happens.

    If it's set to none already, let me know!

  • bbosbbos Posts: 13Expensify Customer Expensify Newcomer

    Hi Sheena, I don't mean to sound thick, though where is the configuration option in the mobile app that you speak of. I can see under settings:

    Your Account - Import a card, Reimbursement

    Policies - Household (mine) - Edit - Policy Name, Currency, Categories, Current Plan

    Policies - Report Currency, Categories

    Others - Offline Mode, Receive realtime alerts, Privacy Policy

    Share - Help, Invite a friend

    Sync Account

    But i cannot see what you speak of. Any hints?

  • Sheena TrepanierSheena Trepanier Posts: 2,059Expensify Success Coach - Admin Expensify Success Coach

    Hi @bbos, oh no, sorry I wasn't clear before I can see where the confusion came from.

    If you open your mobile app and the give the steps below a shot?

    1. Tap the green camera icon and take a photo of a receipt you need to upload, or the floor if you don't have a receipt handy.
    2. Tap the blue Add Details option in the bottom right corner after taking the photo,
    3. Tap More Options,
    4. In the Report field, does it say (automatic)? If so, change that to (none) and then save the expense.

    This should set your mobile app to not automatically place expenses on reports. If this field already shows (none) let me know!

  • bbosbbos Posts: 13Expensify Customer Expensify Newcomer

    Oh right I see - setting a value makes it a default value??? I'm hoping that applies to any value though given this thread I guess not :(. I'll try all this next lot of receipts I snap.

  • Nicole TrepanierNicole Trepanier Posts: 769Expensify Success Coach - Admin Expensify Success Coach

    Sounds good @bbos! Let us know if you run into any issues!

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