Transfer Expenses Reports from one Company account to Another?

[Mbishus]

We are opening a new Concur Expense account for an affiliated company in our organization.  We need to move some employees from one company to another and want to move their expense reports with them.  How can we do this?

[Munari_alEXPert]

Dear Mbishus,

to change employees to a new company set up is pretty easy and possible. To move their expenses NO. 

If employees have open reports or transactions not fully cleared (not yet extracted for payment and posted) or you post those transactions in accounting manually and restart with a new Company/system or you require employees to submit expenses to clear the "old company" and schedule a date for submitting and approvals.

If you are referring to the individual employee, they should still see on their records of expense report submitted, expenses from previous entity.

Please clarify if details provided weren't sufficient or contact your Concur Account manager / Concur support to further investigate.