What causes "unreported" corporate credit card transactions to a user?
We currently import our SVB company credit cards to their respective cardholder within Expensify. We do not like using Scheduled Submit because in a startup we often have to go back to the cardholder to correct their expense report dragging out the process.
When we have Scheduled Submit off we find that a large number of our employees end up having their expenses go to unreported instead of their open expense report. This is difficult for an end user who has grown used to the norm of their expenses automatically attaching to an expense report to have it hidden in the unreported section of expenses.
Is there some way to prevent expenses from going to unreported and always attaching to an open expense report and/or creating a new expense report if one is not already open?
Hi @LB_Accountant ! There are a few options. You can have schedule submit enable and set the time frame to manual. All expenses will then be added to a report, but the user will need to submit their report.
You can also enable Domain Control and set restrictions so that users can only access the company policy, preventing them from using Expensify for their personal use and be tied to the company policy only.
How-to: Manage Domains in Expensify
Deep Dive: Domain Groups and permissions — what are they all about?