How to move an expense from one report to another in the mobile app

[cjmarimo]

Hello,

In the mobile application I have not seen how to move an expense from one report to another directly, as can be done on the web.

How can I do it?

BR,

Josep

[cjmarimo]

Thanks Melanie.

I want to know how to move an expense from one report to another report.

[leedau · Accepted solution]

@cjmarimo There is no option to directly move an expense from one expense report to another.

If you need to move a quick expense (expense created via the + Create button on the homepage of the mobile app), ExpenseIt entry or card transaction from one expense report to another, you can follow the steps below:

1. Open the expense report that contains the expense to be moved
2. Scroll the expense from right to left
3. Tap Delete
4. Tap OK
5. Go the Expenses tab
6. Click on the expense
7. Click Move To Report
8. Select the desired expense report

This would be something you could submit as an improvement request. To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.

[cjmarimo]

On 10/17/2023, we open the case 310357 - It cannot move an expense from one report to another directly in the mobile app on Customer Influence Website. 

But no one has reviewed the request.