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Rose68
Occasional Member - Level 2

Can I tranfer expense transactions from and existing expense Claim/Report Header to a new Report Hea

I have an issue where the the Ledger is not updating for one employee, so I have updated the LE in the Ledger manually, but the employee already has the expense assigned to a report header in concur which reflects the old LE.  I was hoping that I could move the expense transaction to a new report.  Is that do able?

4 Replies
SAP Concur Employee
SAP Concur Employee

Re: Can I tranfer expense transactions from and existing expense Claim/Report Header to a new Report

Yes you can. Just select each expense than needs to be moved (the little checkbox). You will see a Move button become active at the top of the list of expenses on the report. Click that button and you'll see an option to move it to another report. 

DGtlRift
New Member - Level 1

Re: Can I tranfer expense transactions from and existing expense Claim/Report Header to a new Report

How does one do this from the mobile app?

SandraA
Routine Member - Level 2

Re: Can I tranfer expense transactions from and existing expense Claim/Report Header to a new Report

I wasn't able to do this on mobile.    An expense admin should be able to do this for the employee.

Sandra Ahola
T-Mobile
Senior Analyst Travel, Card & Expense
US
https://www.linkedin.com/in/sandra-ahola-4704553/
SAP Concur Employee
SAP Concur Employee

Re: Can I tranfer expense transactions from and existing expense Claim/Report Header to a new Report

This is only available with SAP Concur online, not on mobile.