Closed reports
Once i've made a report and it saids close i get a prompt saying "automatically closing due to submit-only policy". Im new to having a business and saving receipts for taxes etc ... Is that a good thing when it saids my report got closed ? Also, who am i supposed to send my receipts to at the end of my report ?
Answers
-
Hi @Jessiethebarber,
Congratulations on starting your new business!
A Closed report is simply a report that is unable to be edited or amended any more. This is to ensure that previous reports aren't edited when tracking your own expenses for tax purposes. You can still access these reports at any time. I've included some handy help articles below to assist you with getting started.
You may wish to send your expenses to an accountant or bookkeeper, in which case I've included some information on this too.
- Deep Dive: What is the Track plan and who is it for?
- Deep Dive: Best practices for setting up a Track plan
- Sharing your self-employed expenses with your bookkeeper or accountant
If you still run into any issues you can always check back in here, however I would recommend reaching out to Concierge in Expensify or by emailing concierge@expensify.com as we'll be able to provide much more personalised advice there. 😊
