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Panel

Note: To have the option to move charges:

  1. Move Charges access must be added to the T&E Access by an Admin.
  2. Proxies and Approvers must have modify access to move charges from report.

 

 

  1. To access the Move Charges to Report option access the report by clicking on the report ID.
  2. Click on ACTIONS
  3. Click on MOVE CHARGES TO REPORT

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    • Select an expense report - This will almost always be 'Create New Expense Report'. The only time you will have an option to chose another selection is if a report was previously created to move line for this specific expense report.

      Panel

      Example: If an expense was moved from report 4358 to newly created report 4360. Later another expense from report 4358 needs to be moved, in this case report 4360 will be available in the 'Select an expense report' drop down.

      NOTE: Only one report can be linked to the new report that will be placed on hold. <Report 4360 can only contain expenses moved from report 4358> 

    • New Report Title - This will default to the current reports title. 
    • To - This will default to the report owner. By default the 'Send Email' option is checked. This will send an email to the user with the message in the next field.
    • Message - Enter in a message to the user to notify them that expense(s) have been moved and the reason why.

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