Expense Management admins can set up automatic report submission. On the date selected by the admin—usually the last day of the month—all complete expenses will be automatically added to an expense report and submitted for approval. This eliminates the need for spenders to manually create and submit expense reports.
What happens when an automatic schedule is set?
After an admin creates an automated report submission schedule, the following will occur on the specified cadence:
All draft reports will be auto-submitted for approval.
A new expense report is created for each spender with all completed expenses; the report is automatically submitted for approval. Incomplete expenses are not added to the report and will not be auto-submitted.
Spenders will receive an email reminder to complete expenses two days before the auto-submission date. To complete an expense, ensure you’ve added all expense details—like a receipt, category or purpose—required by your business.
Information about the upcoming report submission schedule will be visible on the Tasks page within the Your expense reports section.
If you have any more questions about auto-submission, contact our support team at support@capitalone-fylehq.com.