What is a policy admin in Expensify?

What is a policy admin in Expensify?

A Policy Admin is a user with the ability to set the rules for the policy and manage the users on the policy. The Policy Admin can set rules that apply to expenses and reports, invite users to the policy, manage the approval workflow, and manage the accounting integration connection.

How do I change the policy on a report in Expensify?

You can change your default policy on the web app. To do this, sign-in to your Expensify account on a browser, click on the ‘person’ icon in the upper left corner of the screen. Click the policy you’d like to set as the default under ‘Use this expenses policy:’ Your default policy will have a green checkmark.

How do you view reports on Expensify?

Viewing employee reports (on the Expensify website):

1. Click on the Reports tab then select the correct filters to locate the report(s) you would like to view.
2. If you can’t find the report, try clicking Show Filters and then try to narrow down your search.

What is a policy Expensify?

Getting right to it, you must be wondering, “what’s a policy?” Your Expensify policy is where you create expense submission rules, define approval workflows, connect your accounting system, configure reimbursements, and more. Both are configured within the single Personal Policy available in the Individual tab.

What is a domain in Expensify?

November 2019 edited September 9. The Domains tab in Expensify is the first place to look if you are managing Company Cards. Additionally, you can verify your domain if you need to control user account access or configure restrictions on users that belong to your e-mail domain.

How do I set up a policy in expensify?

In Depth-Corporate Policy Set Up

1. Step 1: Create the Policy. Create a Control Policy.
2. Step 2: Set Up the Rules of the Policy.
3. Step 3: Invite Test Users.
4. Step 4: Tax (Optional)
5. Step 5: Set Company Cards.
6. Step 6: Set Up Domain Groups (optional)
7. Step 7: Need an additional policy?
8. Step 8: Roll Out Company Wide.

Can I delete a report in expensify?

To delete an Open report on an Android, press and hold the report name and tap Delete. To delete an Open report on an iOS device, go to the My Reports screen, swipe the report to the left, and tap Delete.

How do I download expensify reports?

How-to: Export reports as a PDF

1. Log into your Expensify account using your preferred web browser, (ie: Chrome or Safari)
2. Head to your Reports page and locate the report.
3. Click on the Details section at the top right of the report.
4. Use the Download button to generate a PDF.

Does Expensify charge per policy?

Yes you absolutely can create multiple policies for your organisation and for no additional cost. Our pricing is per user and so provided the owner of the policies is the same person, we will count their, and any other members, use once, even if that activity occurs across multiple policies.

How do I set up a policy in Expensify?

How do I create a report in expensify?

To create a report on the Expensify website just click the New Report button on Reports page….To manually create a report via the mobile app

1. Tap the menu icon (top-left corner)
2. Tap Reports.
3. Tap the ‘+’ icon.
4. Choose Expense Report.
5. Click “add expenses” select the ones to add from a list of your unreported expenses.