Used whenever a user creates an expense and realizes they chose the wrong expense type.
How to Change the Expense Type on the Desktop:
Scenario: I created an expense for "Ground Transportation" as the expense type and I meant for the expense type to be "Taxi." I can use the Change Expense Type option to change the expense type without deleting the expense and having to start over.
- Go to Expenses.
- Select an expense report.
- Select the expense you want to change.
For this example, the existing expense is ‘Ground Transportation’
- Go to Actions.
- Select Change Expense Type.
- Choose the expense type you want to change to.
For this example, the new expense type is ‘Taxi’ 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**
How to Change the Expense Type on Mobile:
- Go to My Expenses.
- Select an expense report.
- Select the edit icon
- Select the expense you want to change.
- Go to the arrows icon.
- Select Change Expense Type.
- Choose a new expense type.
- Select Update to change the expense type.
**Please note that you can only use the Choose Expense Type option for the format type of Other**