Good news for Expensify administrators: You’re now one, (err…two), clicks away from approving and reimbursing submitted expense reports in bulk. Yes, that’s right! It’s now possible to approve and “mark as reimbursed” all submitted expense reports with our new “bulk actions…” button, a time-saving feature available to companies on the Corporate Plan.
We’ve added bulk report actions for those companies that see hundreds, even thousands, of expense report submissions every month. It’s also designed for companies that use a multi-level batch approval process, typically ending with final approval in bulk by the CFO. Whatever the case for your company, here’s how bulk report actions work:
Corporate plan subscribers will now see a “bulk actions…” button at the top of the Reports page.
Then, by using filters, it’s possible to select only the batch of reports that require your attention. Bulk actions allow you to either “approve and forward,” “final approve,” or “mark as reimbursed.”
And you’re done! One word of caution: Any policy violations will be ignored with bulk actions, so please make sure that someone at your company has thoroughly audited each expense report for correctness and compliance beforehand.
We hope you enjoy this new feature! If you have any questions, or if we can help with anything at all, please write us at firstname.lastname@example.org.