Skip to main content

APP - How do I transfer a draft expense report to another submitter?

Updated over 4 months ago

Here’s how to transfer a draft report to another submitter using the Rindegastos App.

Captura de pantalla 2024-12-18 a la(s) 10.48.49 a.m..png
Captura de pantalla 2024-12-18 a la(s) 10.49.06 a.m..png

Topics you’ll find in this article:

What does it mean to transfer a draft report?

Rindegastos allows submitters to transfer draft reports to other submitters assigned to the same policy. This option allows the new submitter to edit and submit the report for approval.

How do I transfer a draft report to another submitter?

  1. In the APP, under the Submitter profile, go to the left menu and select “Reports.”

  2. Select the draft report you want to transfer and tap the three dots at the top left and open “Options.”

  3. Choose “Transfer Report.”

  4. In “Transfer Draft To:”, select the submitter you want to transfer your report. Keep in mind that only those assigned to the report's policy will appear.

  5. Press the blue “Transfer Draft” button to confirm. The other submitter will now see the report in their inbox in Draft status.

That’s it! That’s how you transfer a draft report in Rindegastos.

If you still have questions about this process, write to soporte@rindegastos.com for 
details. We're here for you!
Did this answer your question?