Expense Report Attachments Migration Tool

Users with administrative permissions can optionally use the Expense Report Attachments Migration Tool to migrate existing expense attachments to the File Cabinet dedicated employee expense folders. The migration tool uses internal logic to search all expense reports for files that should be moved to the predefined user folders. You can automatically schedule the migration, or you can use the migration tool to schedule the migration later.

Note:

Before completing this migration, you should test the expense changes with your customizations in a sandbox account.

Watch the following help video for information about Enabling Employee-Specific Expense Folders:

For more information, see the following:

• Enabling and Configuring the Expense Report Attachments Migration Tool

• Managing the Expense Report Attachments Tool

• Expense Report Attachments Migration Tool Subtabs

• Scheduling an Expense Report Attachments Tool Migration

• Cancelling an Expense Report Attachments Tool Migration

Related Topics

File Cabinet for Administrators

Making Web Site Hosting Files Always Available

Hiding Attachment Folders

Enabling the Use of Employee-Specific Expense Folders

Uploading Your Logo

General Notices