Expand my Community achievements bar.

Moving Expenses from Project to Task

Avatar

Level 2
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)
1 Reply

Avatar

Level 10
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