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EllenMu1
Level 2
January 4, 2020
Question

Moving Expenses from Project to Task

  • January 4, 2020
  • 1 reply
  • 484 views
I want to be able to move an expense from the project level to the task level AFTER its already in the system without having to recreate it, but updating the expense source in not an option. Ellen Muffitt Jones Lang LaSalle (VAS)
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1 reply

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
January 4, 2020
Hi Ellen, It might be possible to do so using an Expense view with the Task exposed as a column, but if not, I invite you to consider using our "https://store.atappstore.com/product/excel-updater/" Excel Updater to set the Task ID (and Project ID, if need be) on the existing Expenses, effectively moving them down to the Task level, as you desire. Regards, Doug Den Hoed - AtAppStore
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