Modify Expense Types

The processor has a limited ability to change expense types for expense entries. In order to change an expense type on an entry:

• The expense entry form must be configured to allow the processor to modify the Expense Type field.

• The expense entry must not be a parent expense entry to itemizations.

• The new expense type must have the same categorization and form as the old type.

The processor will not be able to modify the following expense types:

• Mileage

• Cash Advance

• Cash Advance Return

• Currency Gain/Loss

• Travel Allowance Expenses

The following actions will occur when the processor changes an expense type:

• Entry Save audit rules will run - please note that Report Submit rules will not run

• If the new expense type has a different vendor list, the vendor list field will be cleared

• Allocations, Attendees and Comments will remain the same

• The audit trail will be updated with a record noting the change

To change an expense type:

1. On the processor page, click an expense report.

2. From the Expenses pane, select the expense entry.

3. In the Expense pane to the right, click the new expense type in the Expense Type field.

4. Click Save.