What happens when you delete a category that has been used on reports?

laurie_bakerlaurie_baker Posts: 3Expensify Customer Expensify Newcomer

I need to remove a category that has been used on existing approved reports. What will happen to the existing reports?

Best Answer

  • Sheena TrepanierSheena Trepanier Posts: 1,849 Expensify Success Coach
    Accepted Answer

    Hi @laurie_baker, welcome to the Community! When you delete a category that is applied to existing expenses the category will remain on the expense. But, if it's on a report the expense will be highlighted in red that the category is out of policy. This simply means that the category used on the specific expense isn't a category listed in the policy at that time.

    Admin can update the categories on submitted expenses at any time, so deleting a category shouldn't be a problem. If you run into other questions let us know!

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