Moving transaction from expense report to statement report

[Joe320]

I need some assitance in moving a transaction on 7/14/20 from  an expense report to a statement report (7/12/20-7/18/20)

[KevinD]

@Joe320 you should just be able to delete the transaction from the expense report which would put it back into your Available Expenses. Then, once back in Available Expenses, you can select the transaction. There should be a Move button you can use to then assign it where it needs to go. However, quite often companies do not allow the mixing of corporate card transactions and purchasing card transactions on the same report. Be prepared that it is a good possibility that when you move the transaction to your statement report, you will see a red exception stating this isn't allowed. I'm not saying this will happen, but in my experience most of our customers using corporate cards and purchasing cards want the transactions on separate reports. 

[Joe320]

no once I deleted the transaction it  did not re-populate in available expenses. 

[KevinD]

@Joe320 the items you deleted from the report were credit card transactions from an assigned corporate credit card? 

I need you to be very specific in the details, please? Deleting a corporate credit card transaction from an expense report should not delete it from the system, but only from the report. 

Can you provide me with the credit card transaction details please? I need the amount and the date if you remember them. That way I can see if the transaction is hidden and just needs to be re-released to you.