How do you transfer an expense from your dashboard to one you copilot?

Mei

Hello,

I manage several different accounts. If a(n) receipt/expense is in my account, how do I transfer it to one that I copilot for?

Zany Renney

Hey there,

If you have added an expense to your account that should be in another account, there is no way to transfer it into the person you are a co-pilot for's account.

You should delete the expense from your account, and then re-upload it into their account as a new expense.

Hope that helps!

GaryCarter_ARM

Does the co-pilot / admin now have the ability to transfer expenses to another account without deleting the entries and recreating the expenses?