Expensify.org/hunger SNAP campaign status
We’re no longer accepting new participants as our focus is on reimbursing existing claims. While we’re unable to provide a specific timeline on when your report will be reimbursed, we’re doing our best to drive donations and keep reimbursements moving forward. If you know anyone who can donate to this campaign please encourage them to enable Personal or Corporate Karma on their Expensify account.

We're currently experiencing issues with our American Express and Capital One connections. Please visit our status page for more details and to subscribe to updates.

How to reassign a submitted report to an employee's new approver?

LisaHansenLisaHansen Expensify Customer Posts: 3 Expensify Newcomer
edited August 2019 in Day to Day

Hi All.

I am very new to Expensify and have a quick question. We have an employee who has changed departments and managers. I figured out how to change approvers in his policy but he had submitted a report before this change and it is still showing the old approver. How do I reassign that report to his new approver?

Thanks,

Lisa

Best Answers

  • tylerzolltylerzoll Approved! Accountant Posts: 430 Expensify Champion
    Accepted Answer

    @LisaHansen Welcome! If the user has a new supervisor, they can retract the report or you can reject the report back to the user. From that point they select the new supervisor in the to field.

    From that point, just click the blue change it button and it should go to the new supervisor.

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,316 Expensify Team
    Accepted Answer

    @LisaHansen, another option, if the new approver is a policy admin, would be for them to locate the report and use the Take Control button. This buttons moves the report under their control and allows them to assume the approval responsibilities for that specific report.

    The easiest way to locate the report would be to share the report ID with the new approver. As long as they are a policy admin they'll be able to quickly navigate to the report by pressing shift+G in the account and then entering the report ID.

    Cheers!

Answers

Sign In or Register to comment.