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Scenario: I created an expense for "Ground TransportationGas" as the expense type and I meant for the expense type to be "TaxiDonation." By using the Change Expense Type option to change the expense type, this can be accomplished without deleting the expense and having to start over.

  1. Click on Expense on the top navigation bar.
  2. Select an expense report.
  3. Select the expense you want to change.
    For this example, the existing expense is ‘Ground Transportation’‘Gas’
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  4. Click on the menu Image Added icon.
  5. Click Change Expense Type.
  6. Choose the expense type you want to change to.
    For this example, the new expense type is ‘Taxi’‘Donation’

  7. Select Yes to change the expense type. 

    **Please note that you can only use the Choose Expense Type option for the format type of Other. Expenses set up as a fixed rate (mileage) or per diem will not have this option available.**
     

How to Change the Expense Type on Mobile:
 

  1. Go Scroll to My ExpensesExpenses on the home page.
  2. Select an expense report.
  3. Select the Image Removed edit Image Addedicon.                                                                                                                                                                                                                                               
  4. Select the expense you want to change.
  5. Select the Image Removedicon Swipe to the left to see more additional menu options.
  6. Click on Change Expense Type.
  7. Choose a new expense type from the drop in field *New TypeTo.
  8. Click on Update on Change to change the expense type.Click on Yes to confirm the change.

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**Please note that you can only use the Choose Expense Type option for the format type of Other. Expenses set up as a fixed rate (mileage) or per diem will not have this option available.**