How do I reassign an expense from one report to another?
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jeb957
Expensify Customer Posts: 1 Expensify Newcomer
in Day to Day
I feel I used to be able to do this but I am frustrated now that I cannot figure out how I do this.
Answers
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@jeb957 - go the report where the expense is currently located, and click on the red cross to remove it from that report.
Then go to expenses tab, change criteria to 'unreported' and you will see the expense listed there and add it to the report you want it attached to. -
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsHi @jeb957 - As long as the expense is in an Unreported or Open state, you should be able to move it quickly from your Expenses page.
First, locate the expense in your Expense list. Next, hover your mouse to the right of the Unreported badge, and you'll see the field activate and allow you to choose a new or existing report.
