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how do i schedule my closed reports to be sent to my accountant automatically

jjh

jjh Expensify Customer Posts: 1

March 2021 in Day to Day

how do i schedule my closed reports to be sent to my accountant automatically

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Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 231 Expensify Team

July 2021
Hi @jjh - welcome to the Community! To do this, you'd want to look at setting your accountant as your approver and enabling Scheduled Submit via the Reports page of your Policy:
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