Reports with Transactions from More Than One Month

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MShell
MShell Expensify Customer Posts: 15 Expensify Newcomer
in Advanced Admin Controls

I have a couple questions:

1) Is there a setting that can be selected to keep reports created by the Concierge from containing expenses from more than one month? For example, in June we're working on getting May transactions exported to our accounting software, but during that process, a report will get June transactions added to it that we have to either move or add to our workload.

2) Is it correct to assume that no transactions will get added to a report that is in the "Processing" stage? Meaning, only reports that are "Open" could get additional expenses added to them?

Thank you!

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  • Jeremy Boniface
    Jeremy Boniface Expensify Team Posts: 202 Expensify Team
    edited June 2020 Answer ✓
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    1) Is there a setting that can be selected to keep reports created by the Concierge from containing expenses from more than one month? For example, in June we're working on getting May transactions exported to our accounting software, but during that process, a report will get June transactions added to it that we have to either move or add to our workload.

    You might want to consider specifying a day of the month when reports submit to help manage this (via Settings > Policies > Group > [Policy name] > Reports. From there, you can adjust the frequency under Scheduled Submit).

    2) Is it correct to assume that no transactions will get added to a report that is in the "Processing" stage? Meaning, only reports that are "Open" could get additional expenses added to them?

    That is correct!

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