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1. RE: How to: Enable Scheduled Submit for a group policy

   

   discussion by Karisa Latta · March 31 · Expensify Classroom - Help Docs and Webinars› How-to Docs

   Users can still manually submit a report that has violations. They are prompted with a warning message when doing so but can choose to still submit. You can make violations a hard stop by enabling Dom

2. RE: How-to: Close a report

   

   discussion by Rachael Hopkins · September 16 · Expensify Classroom - Help Docs and Webinars› How-to Docs

   This is only for reports which do not need Approval, i.e. reports on a Submit & Close workflow. That's either on an Individual (AKA Personal) policy, or a Group Policy with that specific workflow set.

3. Deep Dive: Best practices for setting up a Submit plan

   

   

   discussion by Victoria O'leary · November 2019 · Expensify Classroom - Help Docs and Webinars› Deep Dive Docs

   So you've checked out our discussion on what the Submit plan is and this is the plan for you! So what's next?

4. Deep Dive: Using Scheduled Submit with company cards

   

   discussion by Matt Moore · November 2019 · Expensify Classroom - Help Docs and Webinars› Deep Dive Docs

   Do you know about our Scheduled Submit feature? With it, we've taken the stress out of reporting company card expenses.

5. Deep Dive: Submit and Approve

   

   

   discussion by Matt Moore · November 2019 · Expensify Classroom - Help Docs and Webinars› Deep Dive Docs

   Submit and Approve is a simple workflow where all reports are submitted to a single user for approval. 

6. Deep Dive: Submit and Close Approval Workflow

   

   

   discussion by Nicole Trepanier · December 2019 · Expensify Classroom - Help Docs and Webinars› Deep Dive Docs

   New policies have a Submit and Close approval workflow enabled by default. This is a workflow where no approval occurs in Expensify.

7. Deep Dive: Default report title best practices

   

   

   discussion by Alejandro Paz · December 2019 · Expensify Classroom - Help Docs and Webinars› Deep Dive Docs

   With our Default Report Title option, you can use formulas to automatically generate custom titles that are relevant to what you would like to see for all reports in that policy. To make it a little e

8. Deep Dive: Admin best practices when viewing, editing, and submitting employee reports

   

   

   discussion by Alejandro Paz · December 2019 · Expensify Classroom - Help Docs and Webinars› Deep Dive Docs

   As a policy admin, you can view, edit and submit your employees' Open reports. Click on the Reports tab then select the All Submitters and Open filters and you will see all employee reports on your po

9. Deep Dive: Report level formula

   

   discussion by Stevie LaFortune · December 2019 · Expensify Classroom - Help Docs and Webinars› Deep Dive Docs

   
When creating custom exports, you'll need to decide which details of the report are important for you to capture, these formulas are related to areas and actions taken on a report.  

10. How To: Track and report on Fringe Benefits Tax (FBT)

    

    

    discussion by Rachael Hopkins · August 5 · Expensify Classroom - Help Docs and Webinars› How-to Docs

    If you’re looking to track and report expense data to calculate FBT, you can use Expensify’s special workflow that allows you to capture extra information and use a template to export to a spreadsheet