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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 report is if a new report was previously created to move line for this specific expense reportvia the move charges wizard.
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.
NOTE: The following options 'To' and 'Message' are only available if the charges are moved by a Proxy or Approver
- 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.
6. Click on Next.
7. Charges will be moved and notification of moved to the new report. If the charges were moved by Proxy or Approver a message tag will be created to show which charge(s) were where moved to the new report. The new report number will be provided in the message.
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