Can you move an expense from one policy to another
I have two policies in place and have created an expense in one policy that actually belongs in the other. Is there a way to move the expense without having to delete it and start over in the other policy?
Best Answer
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@Plamb, yes, expenses are tied to reports and reports are tied to policies. You can change policies on the report or move the expense to a different report.
Answers
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@tylerzoll, it appears this cannot be done from the Expense screen itself. This can be problematic because you can not select the category for a given expense from the policy whose categories you are trying to use. Is the user only able to affect an expense/policy change at the reporting level? Thanks!
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@mboy The policy on an expense that isn't on a report is the default policy on the account. If you go to the account menu, you'll see the default policy there. Once an expense is added to a report, you can edit the category based on the report policy.
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Thanks very much @HelenAnnMartin! I appreciate the help.😀
