control report submittal

everettp Expensify Customer Posts: 1

I have employees in several policies. In one they approve there subordinates reports but in another they submit their expenses to their boss. How do we control what policy their report submits to?


  • Amanda DeWitt
    Amanda DeWitt Expensify Success Coach - Admin Posts: 83 Expensify Team

    Hey @everettp!

    When creating a new report, the default policy determines what policy that report will be put under.

    Each user can select their default policy by clicking on the profile picture icon at the top left corner, then selecting the appropriate policy.

    Alternatively, you could also verify your Domains and use the Domain Group option to lock particular accounts to only use/submit under particular policies.

    If reports on other policies are submitted directly to these people, they should still be able to approve as this feature would just prevent them from selecting a different default policy for their own reports.