Any way to ensure the below
- Routine transactions are set up with no receipts. How to stop that.
- Make Credit card transactions over 1000 request receipts for approving, below 1000k can be approved automatically.
Answers
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Victoria O'leary Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 110 Expensify TeamOptionsHi @kristinagray12_ !
It sounds like you want to enable some Expense Violation rules. You will need to be on a Control Plan to set these up from the Expenses page of your group policy.
If you want a hand with your specific set up, get in touch with us at concierge@expensify.com and we'll help you get up and running!
Thanks!
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Thanks.
How do I close a rejected expense report please. The take control option is not available
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Hi @kristinagray12_! When you reject an entire expense report, that report is sent back to the employee as a Open report. Admins can see all open reports on the policy, so the only way for this report to be removed from your view is if the submitter deletes the report, changes the report policy to their personal policy, or if the submitter is removed from the policy.
