Configure Auto-submission of Expense Reports
Updated
As an administrator, you can enable auto-submission of reports. This automatically submits expenses and reports that meet the approval criteria. For expenses that cannot be included in one report, the application will create a separate report.
Auto-submission configuration
- In the Admin tab, go to the Global Settings menu.
- Select the Approval sub-menu.
- Turn on the toggle to activate the Auto-submission of reports option.
- A pop-up window appears, where you can configure the auto-submission settings:
- Frequency: Define how often auto-submission occurs. Choose between Everyday, Every week, Every 2 weeks, or Every month. Auto-submission always starts from 1:00 AM in the tenant’s time zone to avoid interrupting work hours.
- Auto-submission activation date: Set the start date for auto-submission.
- To specify a time frame for auto-submission, select Limit auto-submission to expenses created from last specified number of days and enter the number of days. This ensures only recent expenses are submitted, excluding older or forgotten ones.
- Report name format: Define report names using up to two tags separated by hyphens. Example: Employee's name – Current month.
- Click Confirm to apply your auto-submission settings.
You can edit the auto-submission settings anytime by clicking Edit next to the activation toggle.
