Does deleting a Policy delete any report information already submitted
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ZoeEvans
Expensify Customer Posts: 1 Expensify Newcomer
in Day to Day
We have recently changed accounting systems as well as Corporate Cards so created new policies to make sure the data was going to the right places as there were times of overlap.
We have now got extra policies that we no longer need and there is no Archive option just delete. What happens when a policy is deleted is any information lost for reports that have already been submitted and approved?
We have now got extra policies that we no longer need and there is no Archive option just delete. What happens when a policy is deleted is any information lost for reports that have already been submitted and approved?
Answers
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Hi There! Happy to help! Deleting a policy does not delete reports or any information submitted to Expensify. However, deleting a policy will make reports searchable by email address or report ID only. What this means is that instead of being able to filter for a policy, you will now need to search for a particular user if you need to find a report.
I hope this helps answer your question. Please let me know if you need anything else.
