Monthly Expense Reports
I am working with a client that is planning to move from Concur and will use the Expensify Card.
They would like one Report per month per User, but I can't see any way to make this happen easily.
At the start of the month, any new Card Transactions should go into a new Report, which I can do by setting up 'Scheduled Submit' with a 'Monthly' frequency.
But let me explain the problem with this:
Suppose a user gets an Card Transaction on 30th April, but is busy that day, so the expense is not tagged up and is invalid. That night the 'Scheduled Submit' runs and creates a new Expense Report ready for new Card Transaction - great - BUT that invalid expense is moved to the new report so is now in the May report instead of the Apr report - not great ;-(
The only way I see around this is to remove all validation - allow expenses without Categories, without Tags and without Receipts to be submitted. Then ALL the Apr expenses would be submitted and the approver will have to go through and manually validate the expenses.
Has anyone found a more elegant solutions?
Or do you agree with me that this workflow should be accommodated in Expensify?
