Move expense item form

This popup form can be accessed via the options menu in the top header area of the expense item view page, as shown in Figure 1. Alternatively you can access the move popup form via the actions column menu of the Expenses tab at any of the parent asset view pages (e.g. organisation, programme or project), as shown in Figure 2.

Fig 1 – Access via options menu

Fig 2 – Access via expenses tab

This popup is shown in Figure 3 and is used to move an existing expense item.

Figure 3 – Move expense item form

Use the tree navigation layout to select the new parent asset. You can show or hide levels or sub-levels by clicking on the expand or collapse icons. Select the name of your desired parent asset and if you are happy with the selection click on the “Move expense item” button at the bottom of the form. Note: names with a  cannot be selected. If you do not want to move this expense item anymore then you can click on the “Cancel” button to close the form.