Transferring Expenses

As the admin, how do I transfer expenses from my report to another employee?

Answers

  • IsabelaStisserIsabelaStisser Posts: 170 Expensify Success Coach

    Hi @Jefferson_Vinall, thanks for posting to the Community! ;) Please note that expenses cannot be transferred between users account. If those expenses need to be added to reports that belong to an employee then they need to be created under that specific account.

    You can create expenses and add them to reports on behalf of an employee as long as you're added as a Copilot to their accounts. Check out this help article for more information on how the Copilot feature works.

    Let me know if you have questions and I will be happy to help!

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