Company Wide Rules!
Hello All!
Is this something that's out there, or is it in the pipeline for a future update? I'm just curious because being able to do company wide rules would save me a mountain of time when reviewing reports.
Answers
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Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 174 Expensify Team@The_1_DRE Thanks for reaching out! What your describing fits under our group policy settings, which allows you to set rules and standards for your company in a single location in Expensify!
More information on group policies can be found here, and if you have any other questions or need anything else, please let us know!
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@Cortney Ofstad Hey! So, I'm not seeing what I'm looking for. It appears that it mentions setting group or company wide policy, but not on how to do that. I want to set company / group wide rules and I'm not sure how to make it happen or if it's viable.
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Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 174 Expensify Team
Hey @The_1_DRE! So for this, I would recommend reaching out to [email protected] directly, as our team would be able to help check your account specifically to see your setup and provide specific instructions.
If you have any other questions or need anything else, please let me know!
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Can you let me know if there's a way to prevent a direct approval from the main review page?
Can I prevent that approval and make it into begin review so they need to click into the expense report?
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April Bekkala Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 117 Expensify TeamHello @The_1_DRE
The "Review" button will only appear when there are expenses flagged that require the approving person to review them. This means expenses that go against the settings, rules, configurations set for the policy. You'll often see these marked on the report with a yellow or red exclamation mark icon.
If no expenses are flagged then only the "Approval" button will show as there is nothing on the report that is violating any policy settings, rules or configurations.
The approver can still access the report directly to look over the report if they wish.
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@April Bekkala Ok, is there a way for me to turn that function off or would I have to make "everything" in violation, so the approver has to click in and actually review things.
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@The_1_DRE violations are what prompt reviews, so yep, you would need to make everything a violation (maybe set the max expense amount to $0.01, so that everything is flagged, however, this might be confusing for your employees!).
I am curious though, if the expense report is within the rules set up on the policy, why would the approver need to manually review it?
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@Nicole Mendonca Things can be in compliance and still be incorrect is the issue. Coded incorrectly, put to the wrong job, etc. I'm just looking for a way to be able to have the managers definitively looking over things for good measure and avoid accidental approvals. Thanks!
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@The_1_DRE that makes sense! Feel free to reach out to Concierge if you need help setting up different types of violations.
