Can I adjust the categories the receipts go to after they have gone though my inbox?

chrisnelson Expensify Customer Posts: 1 Expensify Newcomer
edited December 2018 in Day to Day

I'm new to Expensify , is there any way to change/ adjust the categories the receipts have been pushed out of my inbox? i know it must be easy i just can't see it.

Best Answer

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
    Answer ✓

    Hi @chrisnelson , welcome to the Community!

    On the Expenses page of both mobile and web app, you'll see all of your expenses listed out. You can also filter them on the web app. By tapping or clicking the open or unreported expense you should be able to access the category field to adjust it.

    If you have already submitted the expense on a report, you will need to retract the expense. Alternatively, your Policy Admin will be able to edit the field while the report is still 'Processing'.

    I hope this answers your question! If I have the wrong end of the stick, please do let me know! :)