Admins can create schedules for your entire business for expense reports to be submitted automatically. This eliminates the need for you to create expense reports manually.
What happens when an automatic schedule is set?
After the admins create an automated report submission schedule:
All Draft reports will be auto-submitted for approval.
A new expense report is created with all complete expenses and submitted for approval.
If you have no expense reports created, a new report with all the completed expenses will be submitted on the submission date.
If the expenses are Incomplete, they will not be submitted.
You'll receive a reminder to create and complete expenses 2 days before the auto-submission date.
Information about the upcoming report submission schedule will be visible on the Home page under Tasks.
Note: If your organization has a receipt-mandatory policy for expenses, the expenses without receipts will be excluded from auto-submission.
If you have any more questions about auto-submission, reach out to our support team at support@capitalone-fylehq.com.