Can I keep the Reports if I delete a policy?
Alreadyhere
Approved! Accountant Posts: 12
There's a policy that's no longer needed but I don't want to lose the the reports that are under it. I've deleted a policy before and it seems like I've lost the reports that were in that policy. Is there a way to "archive" them under a different policy, or do I just have to "archive" the policy?
Answers
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Hi @Alreadyhere - When you delete a policy, you will still have access to reports shared with you that are Approved, Reimbursed, or Closed. I'd recommend confirming that and then you will be safe to delete a policy you no longer need.
