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Default Report for Receipts?

mlevisonmlevison Expensify Customer Posts: 2

Feature request - currently when I add a scan receipt it appears to be added to an existing report. Likely the last one I had open. By default I would either like it added to "No report" or "Uncategorized" or something else. The goal is that become the dumping ground and then my operations team can sort through it.

Answers

  • Christina DobryzynskiChristina Dobryzynski Expensify Team Posts: 155 Expensify Team

    @mlevison Welcome to the Expensify Community! Thank you so much for sending us your feature request, we love hearing about ways we can make Expensify better. The good news is I think we already have a solution for you!

    It looks like Scheduled Submit is enabled on your Group and Individual policy which automatically adds expenses to an open report. If you want to adjust the settings or disable this feature, you'll just need to login to the Expensify website and go to Settings > Policies > Group > [Group Policy Name] > Reports > Scheduled Submit

    Keep in mind, when Scheduled Submit is disabled on a Group policy but enabled on an Individual policy, the Individual policy settings will override Schedule Submit being disabled on the Group policy so make sure to disable Scheduled Submit on your Individual policy as well. You can do this at Settings > Policies > Individual > [Individual Policy Name] > Reports > Scheduled Submit.

    After disabling the Scheduled Submit, all future expenses will not be added to a report. When you are ready to add an expense to a report you can do so through the following steps: 

    • Go to the Expenses page on the website, make sure all of the report states are enabled (eg, check next to Unreported, Open, etc). 
    • Find the expenses you want to move, select them using the checkbox on the far left. 
    • Choose "Add to report" in the upper right corner. 
    • Choose which report to add the expenses too, or choose "New Report

    Let me know if you have any other questions, I'll be happy to help!

  • mlevisonmlevison Expensify Customer Posts: 2

    Wow - thank you. I would never have found that on my own. Funny thing we set the group policy up years ago because it allows us to be a team even though my company is one person.

    Now we just have to see if this works. Expenses coming on Friday.

    Thanks

    Mark

  • LHarringtonLHarrington Expensify Customer Posts: 3 Expensify Newcomer
    Yes, this should be a given. It baffles my mind that this would be something to request and vote on in a forum when it SHOULD be a basic part of the Expensify system. Extremely unprofessional to not have this ability. And I see requests for this feature going back for at least a year, which is absurd. Users need the ability to designate a default / placeholder folder for all new expenses/receipts coming in, so that they can go through and address them one by one before filing them into the appropriate official reports. I can't even believe they want this to be requested when it should already be in there.

    And to clarify, I don't want expenses to not be added at all (which makes the "disable scheduled submit" option worthless). I want the option of filtering all new incoming expenses to a SPECIFIC placeholder report so that they can be addressed one at a time from there.
  • April BekkalaApril Bekkala Expensify Customer, Expensify Team Posts: 62 Expensify Team
    Can I ask how you're wanting a "default/placeholder folder" to work? Are you wanting to sort by date, project, etc? 

    The expenses page allows you to filter the expenses in multiple ways. You can simply think of your Expenses page as this "folder". Use the filters at the top of the page, as needed and move expenses to the appropriate Expense Report. 
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