How Do You Expensify: Multiple Policies

elissamalmquist —  January 10, 2013 — Leave a comment

Have you ever been in the (simple, painless) throes of your expense reports but when you go to categorize and tag them your options are all sorts of crazy??? So you categorize/tag incorrectly and get slapped with report violations all over. No hope for submission?

Screen Shot 2013-01-09 at 2.45.16 PM 

Signs and Symptoms that you may be in the wrong policy:

  • As a policy admin, you cannot see reports that your employees have submitted
  • Categories and tags are incorrect
  • You are asked to submit to the wrong individual
  • There are report violations that don’t apply to your desired policy

Changing your Report’s Policy

Chances are, you are operating under the wrong policy. Don’t fret! All you need to do is toggle to a different policy in the upper right hand corner of your report.

Screen Shot 2013-01-09 at 3.10.14 PM

Setting your Primary Policy

Different policies are designed to apply to different departments, teams, or subsidiaries, but naturally one individual may fall into multiple categories. There is no extra cost for having multiple policies so go wild! You can even designate a specific policy as your Primary Policy. You will see a list of all of the policies that you are a part of by clicking Settings > Policies. Your Primary Policy will be highlighted in yellow.

Screen Shot 2013-01-09 at 2.38.19 PM

You can easily set a different policy as your Primary Policy by simply toggling in the top right corner. The change will be reflected in the newly highlighted policy depicting your primary policy.

Crisis averted!… you’re welcome.

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