Slack thread with customer feedback https://expensify.slack.com/archives/C03U7DCU4/p1763183795034579
Problem
Today in Classic, if an employee has company card expenses that are unreported and the Admin wants to process the expenses so they can complete their accounting processes, the Admin has the ability to create a new report in the submitter's account and add the unreported expenses to that report.
If the submitter has an existing Draft report in their account, the Admin can add the unreported expenses to that existing report.
If the submitter has multiple existing Draft reports in their account, the Admin can move any expenses (company card and reimbursable) between the existing reports.
However, if the Admin wants to move any company card expenses to a new report, this isn't possible. A common use case for this would be if the existing Draft report in the submitter's account contains expenses for two accounting periods, one which the accountant is closing and one for the current open period, then the Admin would want to move the new month expenses to a new report so the older report can be processed.
Solution
Add the ability for an Admin to create a new report in an employee's account the same way as it works for the user creating a new report in their own account.
Specifically:
- Admin opens reported or unreported company card expense from a Report, Expense or Inbox or reported reimbursable expense (note, if the expense is on a report then it follows the existing rules about being moved to another report, i.e. only on an Draft or Outstanding report)
- Click on the Report title line in the expense details
- See option to Create report on the default workspace (which the Admin must be an admin on)
- New report is created and expense moved to that report
The Admin should also be able to create a new report via the select multiple > move expenses flow, the same as the submitter can:
- Admin selects 2 or more reported or unreported company card expense from a Report, Expense or Inbox or reported reimbursable expense
- Click the select multiple button
- Select Move expenses
- Select Create report
- New report is created and expenses are moved to that report
How it looks using the flow from the submitter's perspective today for a single expense:
And how it looks for the move multiple flow:
Issue Owner
Current Issue Owner: @heyjennahay
Slack thread with customer feedback https://expensify.slack.com/archives/C03U7DCU4/p1763183795034579
Problem
Today in Classic, if an employee has company card expenses that are unreported and the Admin wants to process the expenses so they can complete their accounting processes, the Admin has the ability to create a new report in the submitter's account and add the unreported expenses to that report.
If the submitter has an existing Draft report in their account, the Admin can add the unreported expenses to that existing report.
If the submitter has multiple existing Draft reports in their account, the Admin can move any expenses (company card and reimbursable) between the existing reports.
However, if the Admin wants to move any company card expenses to a new report, this isn't possible. A common use case for this would be if the existing Draft report in the submitter's account contains expenses for two accounting periods, one which the accountant is closing and one for the current open period, then the Admin would want to move the new month expenses to a new report so the older report can be processed.
Solution
Add the ability for an Admin to create a new report in an employee's account the same way as it works for the user creating a new report in their own account.
Specifically:
The Admin should also be able to create a new report via the select multiple > move expenses flow, the same as the submitter can:
How it looks using the flow from the submitter's perspective today for a single expense:
And how it looks for the move multiple flow:
Issue Owner
Current Issue Owner: @heyjennahay