How do I apply a different policy to an existing report

evaadmin Expensify Customer Posts: 1 Expensify Newcomer

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?


  • Victoria O'leary
    Victoria O'leary Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 110 Expensify Team
    edited December 2021

    Hi @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!