Can you move an expense from one policy to another

Plamb

I have two policies in place and have created an expense in one policy that actually belongs in the other. Is there a way to move the expense without having to delete it and start over in the other policy?

tylerzoll

@Plamb, yes, expenses are tied to reports and reports are tied to policies. You can change policies on the report or move the expense to a different report.

mboy

@tylerzoll, it appears this cannot be done from the Expense screen itself. This can be problematic because you can not select the category for a given expense from the policy whose categories you are trying to use. Is the user only able to affect an expense/policy change at the reporting level? Thanks!

HelenAnnMartin

@mboy The policy on an expense that isn't on a report is the default policy on the account. If you go to the account menu, you'll see the default policy there. Once an expense is added to a report, you can edit the category based on the report policy.

mboy

Thanks very much @HelenAnnMartin! I appreciate the help.😀