I have a cc report but one of the expenses is marked as personal. How do I fix this? Or does the submitter have to?
@SuzanneK, You can reject the individual expense back to the user and they can fix it. I always set up co-pilot access so that I can resolve issues like this on my own, but it's up to you.
We could not figure out how to fix it either when it was submitted to me or when I rejected it back. How do you actually change that?
And how do I set up co pilot access? I may already have it. Not sure.
@SuzanneK, here are some really good instructions on how to set it up:
If the expense is rejected back to the submitter then the submitter should be able to fix it. With co-pilot access, you can log in as the user that you are helping without logging out of your account.
So step by step, what do I do? I cannot find anything to click on to change it.
Is co pilot only with corporate? I don't seem to have that tab.
I found the copilot.
That's great to hear @SuzanneK!
Can anyone tell me how to control whether an expense is cash or cc? It keeps doing them the wrong way and I can't change itl.
Hi @SuzanneK - An expense is categorized as a cash or cc expense depending on how it's created in Expensify. For example, expenses importing from a credit card are cc expenses and if the expense was created by uploading a receipt, spreadsheet, or created manually, it would be a cash expense instead.
There is not a way to change the type of expense it is in Expensify at this time because it's directly tied to how the expense was created. Cheers!
So why ar CC expenses showing up as cash? We go to the app, find the expense to attach a receipt, and the expense has automatically showing as cash before we have done anything.
Hey @SuzanneK, as we mentioned above, the way expenses are categorized in Expensify depend on how they were created. If the user manually created them we will list as cash, if it was directly imported from a credit card we will automatically categorize as a credit card expense.
Please note that users don't have the ability to change the status of a cash expense to a credit card expense and vice versa.
You can differentiate a cash expense from a credit card expense by the icon listed next to it!
Credit Card expense (personal card):
Credit Card expense (company card):
I recommend that you take a look at this help article, where you can learn about how cash and card expenses are displayed and can be merged in Expensify!
I understand that. What I am saying is that they are coming in directly from cc but marked as cash.
Hi @SuzanneK! If that's the case, this is definitely not expected behavior so please reach out to [email protected] and the team will be able to troubleshoot this further. Thanks!