AI Expense Creation Problems

[smoore96]

Hello , a member within our team is having an issue with the automated expense feature for credit card transactions. Previously when submitting the expense reports the system would automatically create the expense report. At present it is no longer generating the expense reports at the end of the month. The user's AI settings are set appropriately. Additionally it does not seem that any configuration issues occurred. 

However, it does seem that when the user manually entered a cc transaction one month it may have triggered this issue.

How can we reset the user's settings where their auto expense report creation is functional?

[KevinD]

@smoore96 how long as this been happening to the person? 

Also, what does "manually entered a cc transaction one month" mean? 

There is no reset of the option. If it is on in their profile, then the feature should be working. It is a little difficult to provide a concrete answer without knowing all that the user has done with their report. 

The report shouldn't be created at the end of the month, it will be auto-created as soon as a card transaction with a transaction date of the current month comes in. 

If you send me a private message with the user's name, I'll check their profile. I cannot promise an answer, but I can look. To send me a private message, click my username (KevinD) then the Message button.

[smoore96]

Hello , Kevin I just private messaged the user's information.

@KevinD The issue began a few months ago ( possibly around may  , I will confirm)  we are not sure of the exact time , also the user stated that " it looks like some expenses from the credit card are still sitting in the available expenses from prior months , and they believe they may have entered those transactions as manual transactions rather than using the available expense transactions from the credit card"