Expenses going to wrong report
Hi, could somebody help please?
When doing y tax return I created a report called 18/19 and then manually selected all receipts from that period so I could work out a total and group them all together. I have now submitted the return.
However, now when I scan a receipt they keep getting added to that report, (i have closed it now but I didnt at first). How can I make sure no new receipts go to a report, i'd rather they didnt go to a report or I can just set up a new tax year one maybe.
Also, how do I re-assign these 3 or 4 receipts which are now in the wrong report, i dont seem to be able to.
Thanks
Answers
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I think you'd have to change the status of that report back to Open to be able to make any edits for the 3-4 receipts that were incorrectly added on to there. By default, as you add expenses, they should automatically go to the most recent open report. If you only have one report for each year, then you'd just want to make sure you either approve or close that report next year before adding the following year's receipts.
Hope that helps.
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Cheryl Walsh Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 107 Expensify TeamHi @Julia you're absolutely right! In order for you to edit the report, you must change the status back to Open. As you add expenses, they do indeed get automatically added to the most recent open report! Hope Julia was able to help you @gaz1860 and please feel free to reach out to [email protected] if you have any other queries! Thanks!
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Great thanks for your help, this worked!
