Move Expenses between Reports from within a Report

Darya

It would be great to have the option to move multiple expenses from one report to another through the "Edit Multiple Expenses" feature within an existing expense report. Thanks! 

StephanieL789

As an admin, I would like to be able to move expenses to a new report.  I'm frustrated with calling/writing the employee saying please make a new report with these three items on it and they ignore me.  

Jeremy Boniface

Thanks for joining the Community and getting involved -- I'm definitely curious to see if this suggestion gains traction!

As a note, feel free to write in [email protected] if you have any questions or concerns!

Darya

YES, I definitely agree with @StephanieL789!!! I've explained time and time again that expenses from different months need to be on different reports, to no avail. 
Stephanie: my trick, in this case, is to reject the expenses you want to be moved, one by one. Then you can process the rest of the report and force the employee to deal with those three items  

Jason Li

Hi @Darya - that's a great process, and one that we often recommend to our users. I'll pass on some feedback to our team, and we'll continue to monitor this Idea!

JessicaO

Completely agree with @StephanieL789! I'm frustrated and tired of explaning the process to the employees to make one report. It's so time consuming having to deal with different reports under the same policy.

Please share the feedback and update the app.

BCS_MikeB

Expenses from American express often get posted late. Using the weekly posting feature can create issues as a report can keep growing and growing before the user can get in and code. It would be great to be able 1) to move expenses to a new report and 2) group expenses by posting date.