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