How do I apply a different policy to an existing report
evaadmin
Expensify Customer Posts: 1 Expensify Newcomer
in Day to Day
How do I apply a different policy to an existing report?
Report is there with all the expenses but its got the personal policy applied. i need apply the company policy on all the expense in the report can i do that as a user or a copilot?
Answers
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Victoria O'leary Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 110 Expensify TeamHi @evaadmin and welcome to the Community!
As a user or co-pilot you can absolutely move a report from one policy to another.
First, the report will need to be in an Open status. Click into any report either from your Inbox or your Reports tab and use the dropdown in the top right corner to change the policy:
If the report is in a status other than Open you can find instructions on how to reopen it here.
Check out this page for more information!
