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Enhanced Preferred Policy for Company Card reporting via Domain Groups

Leslie Rodriguez
Leslie Rodriguez Expensify Customer, Expensify Team Posts: 51 Expensify Team

A new feature and a small update! To give you more flexibility, we have added an option to set a preferred policy for company card expenses by Domain and/or by Group. You are now able to set a single preferred default policy for your entire domain or set different preferred default policies for each Domain Group.

Domain-level Preferred Policy

A Preferred Policy can be set for the entire domain from Settings > Domains > [Domain Name] > Company Cards > Settings. Selecting a preferred policy will allow admins to decide where all reports, receipts, and credit card transitions will populate. Employees will still be able to move transactions between policies, but only on the report level. Please note, to use this setting you will need to enable Scheduled Submit in the policy you’d like to set.

If you do not want Scheduled Submit to automatically submit your reports, no problem! Simply set the submission frequency to “Manually”. This will automatically add newly imported expenses to a report, but will wait for the employee to manually submit the report.

Scheduled Submit can be enabled under Settings > Policies > Group > [Policy Name] > Reports.

Group-level Preferred Policy

You can also enable the Preferred Policy at group-level under Settings > Domains > [Domain Name] > Groups > Edit. All new reports and expenses will be created on the selected Preferred Policy for members of this group including Company Card expenses. This setting will override the selection in the Domain > Company Cards settings. Employees who are members of multiple policies will still be able to switch their reports between policies if needed.

Please note, to use this setting you will need to enable Scheduled Submit in the policy you’d like to set.

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