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Can expensify policies be merged?

KFungKFung Expensify Customer Posts: 1 Expensify Newcomer

We have a expensify account for two companies but we've now merged all accounting between the two. Is there anyway to import previous submissions onto the new expensify policy?

Answers

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,391 Expensify Team

    Hello @KFung, happy to help! This isn't something we currently support, but it's something I've brought up with my team.

    If you remove a policy, all reports tied to the policy should still be accessible by any admin with access to the report right now, in addition to the report submitter. The reports can still be exported and printed, but they are not editable once their policy is deleted.

    If we release any functionality that would support what you're trying to achieve I'll be sure to let you know!

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