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Transferring expenses to different policy account

Oya
Oya Expensify Customer Posts: 1

I entered expenses under the personal account instead of the company policy account. Is there a way to transfer these expenses to the correct policy?

Answers

  • Sonia Liapounova
    Sonia Liapounova Expensify Success Coach - Admin, Expensify Team Posts: 173 Expensify Team

    Hi @Oya by your personal account do you mean you have two separate Expensify accounts? (Checking since you might mean a personal policy under the same account.)

    If you have two separate accounts, then the only way to transfer data would be to merge the two accounts or to download the data from your personal account and upload it to your company account. If you'd like to merge, take a look at this page.

    If you have expenses under a personal policy and you would like to move it to the company policy, take a look at this page.