Annoyed by needing to create reports manually, or forgetting to submit them when they are always due the same time? Here's a handy trick: Scheduled Submit!
What is Scheduled Submit?
If a current open report doesn't exist, Concierge will automatically open one when you create an expense and collect expenses until the end of the period you choose. At the end of the period, Concierge will submit the report on your behalf if there are no violations. Alternatively, if you want a report to be created for you, but want to continue to manually submit the report, you can do that too!
After a report is automatically (or manually) submitted, the next expense creation will open a new report for the following period.
How do I turn it on or change the submit frequency?
This task card in your Inbox will ask how often you'd like to submit your reports. You can make your selection here in the drop-down box. Don't want to use personal Scheduled Submit? Just "Hide" the card.
Alternatively, you can make this change later from your Account Settings. Click the User Icon in the upper left hand corner of the screen > Account settings > Preferences to turn this option on as well as change the submit frequency:
Curious about the different submission options? Take a look here for descriptions on each submission frequency.
Are you on a policy? Note that this can also be set at the policy level by your company's Expensify admin. If they have turned this setting on at the policy level, it will override any settings you use here as long as you are reporting on that policy. This means you may see reports submitted automatically even though the feature is turned off in your account settings.
You will know if these settings are being overridden if you see this banner:
My report was submitted automatically, but I wasn't finished!
No worries! You can either click to retract the report if it hasn't been approved yet, or you can request your manager to reject the report back to you if it has been approved. You can then make edits while it's in the Open state, and then re-submit manually.