diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Set-Up-Automatic-Report-Submissions.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Set-Up-Automatic-Report-Submissions.md index c89b5e238a97..ea27d7bea8ed 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Set-Up-Automatic-Report-Submissions.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Set-Up-Automatic-Report-Submissions.md @@ -39,7 +39,7 @@ Only **Workspace Admins** can turn on Submissions and choose a submission freque - **Weekly** — Reports are submitted weekly on Sundays - **Twice a month** — Reports are submitted on the 15th and last day of the month - **By trip** — A report is submitted after two full days without new expenses - - **Manually** — Expenses are auto-added to reports, but members must submit manually + - **Manually** — Expenses are still **auto-added to a report** as they're created, but members must submit the report manually. ![Submissions section in Expensify Workflows settings, showing the toggle enabled and Frequency set to By trip]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceSubmissions_ND.png){:width="100%"} @@ -83,6 +83,12 @@ No. Once Submissions is enabled on the Workspace, it overrides any individual su There’s no pause button, but you can temporarily change the Frequency setting to **Manually** to prevent automatic submissions. Just switch it back after your review period. +## What's the difference between turning off Submissions and setting the submission frequency to Manually? + +When **Submissions** is turned off, expenses are not automatically added to reports and remain Unreported until a member adds them to a report manually. + +When the submission frequency is set to **Manually**, expenses are still automatically added to reports, but the reports are not automatically submitted. + ## Can employees still submit manually if Submissions is turned on? Yes. Employees can submit reports manually at any time—even if a scheduled frequency (like Daily or By trip) is selected. The schedule just automates submission if they don’t act first. diff --git a/docs/articles/new-expensify/workspaces/Workspace-Workflows.md b/docs/articles/new-expensify/workspaces/Workspace-Workflows.md index ee146c9d3bd1..a84fc1575a32 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Workflows.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Workflows.md @@ -53,10 +53,11 @@ Learn how to [enable Approvals](https://help.expensify.com/articles/new-expensif - Twice a month – Reports are submitted on the 15th and the last day of the month. Violations are submitted at the next applicable date. - Monthly – Reports are submitted once a month on your selected day. Violations are submitted the following month. - By trip – A report is submitted when no new expenses are added for two full days. A new trip report starts after that. - - Manually – Expenses are auto-added to a report, but employees must submit them manually. -- If turned **off**, all reimbursable and non-reimbursable expenses are submitted instantly. + - Manually – Expenses are automatically added to reports. Reports remain unsubmitted until a member submits them manually. -Learn how to [configure Submissions](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Workflows#how-to-set-a-submission-frequency) on your workspace. +Note: If **Submissions** is disabled, expenses remain in the **Unreported** state until a member manually adds them to a report, and reports must be submitted manually. Use this configuration if you do not want expenses to be automatically added to reports. + +[Learn how to configure Submissions](/articles/new-expensify/workspaces/Workspace-Workflows#how-to-set-a-submission-frequency) on your workspace. ---