Answers to the expense report questions our support team hears most often. For other topics, browse the rest of the Troubleshooting section, or see Getting Help.

I enabled Zelle but submitters still aren’t seeing it as an option.

Make sure it’s turned on in the right place: Settings > Update Settings > Expense Report Payment Methods > Zelle. It’s off by default for every organization. Once it’s on, Zelle appears both as something submitters can request when they submit a report, and as Pay with Zelle when a treasurer approves one.

A submitter requested one payment method, but I want to pay a different way. Can I change it?

Yes. What a submitter picks at submission is a request, not a lock — the approve window pre-selects it for you, but you can choose any method your organization offers before you approve.

Why can submitters only attach one receipt when they choose Direct Payment to Vendor?

Direct Payment to Vendor is meant for a single purchase the organization pays for directly, not a batch of reimbursements — so it’s capped at one receipt per report by design.

Why doesn’t a report submitted a while ago show a payment method?

Reports submitted before payment method requests existed simply show “not specified.” Nothing was lost — review, approve, and pay them the same as any other report.

Can more than one person approve an expense report?

Yes — that’s what Electronic Sign-Off is for. The treasurer’s own approval is still recorded as one person (each report stores a single reviewer), but you can send the report out for board sign-off first: every reviewer gets their own emailed link, you decide whether everyone must sign off or any set number will do, and your Approve button stays disabled until the round finishes. That gives you two or more board signatures on the record before a dollar goes out the door.