how can I move an employee over to a different company?

keyssakeyssa Posts: 1 Expensify Newcomer


  • tylerzolltylerzoll Posts: 538 Expensify Pro

    Does the employee have a new email address? You can add the new email address onto an account and make it the primary email address, then remove the old email address. You can also remove the person from one policy and add them to the other policy without deleting their history.

  • Sheena TrepanierSheena Trepanier Posts: 2,121 Expensify Success Coach

    Hello @keyssa, happy to help with this! Are you referring to moving an employee from one company policy in Expensify to another? Or will the employee's email be changing as well?

    If you're moving them from one policy to another, you should be able to do this without fear of losing their expense or report history.

    One last question, do you need to move their older reports to the new policy as well or will it be acceptable to simply retain the information in the submitters account and the account of any admin who already has access to view the reports?

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