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Moving Transaction between businesses and reports.

Feature Request

Is there a way to move an expense from business to another? For example, i upload a receipt for business "A" on a report for business "B" , I should be able to select the business, then add to report from the transaction screen. Or move the transaction to another business/report after its been uploaded.

Thanks,

Joe

Posted by Joseph Rossie ·
Status: Completed1 comment

Comments1

  • Hung Nguyen

    Team•

    Feb 13, 2024

    Hi Joe, this is possible to an extent. To transfer an expense to a different workspace: from the "Transactions" tab > tap the expense > tap "Edit" > tap the workspace selector (next to Workspace name) > select the workspace you want the expense transferred to.

    Before saving, you can tap "Add/Remove Report" to add the expense to the report accordingly.