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.