Statement dates creating havoc
Our statement dates end on the 22nd and this is creating havoc with expenses going to the wrong report. Anyone have a workaround for this? I thought there used to be a tab under configuration where you could put your statement dates in order to streamline reports and dates, but I can no longer find it.
I have been told that expenses will first go to an open report and if not, will create a new report. We have a lag from the 22nd to the 1st so that won't work for us.
Thoughts?
Comments
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Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 134 Expensify TeamHi @SandiVarela welcome!
We recommend a combination of Scheduled Submit and the Reconciliation Dashboard to manage your expenses. While we do recommend to set your Scheduled Submit frequency to weekly, it is by no means a requirement to use it. If you use a monthly frequency and have reports submit on a specific day every month, would that work for you?
Otherwise, I suggest writing into [email protected] for quick support!
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The scheduled submit won't work since users have between the 23rd and the 31st to submit. And it wouldn't work because an expense on the 23rd will hit the previous month report b/c it's still "open." There is no way users will have their reports ready to submit on the 23rd. that's unreasonable.
I asked concierge but they weren't a big help. Is there no way to customize a date parameter?
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Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 134 Expensify Team
Unfortunately not. I do recommend you take a look at our help article that helps you work through using a combination of Scheduled Submit and the Reconciliation Dashboard. So long as employees are uploading their expenses, you can quickly select your statement period, and get a bird's eye view of the expenses across all cardholders, as well as check if there are any expenses still waiting to be approved.
