If you have multiple workspaces—whether an individual workspace and a group workspace or multiple group workspaces—you’ll want to:

• Set a default workspace. (Note: Some domains automatically set your default workspace, and in these cases, you cannot change it.)
• Select your workspace before creating an expense or report to ensure it’s posted to the correct workspace.

Set Default Workspace

Setting a default workspace ensures that new expenses and reports are automatically assigned to the correct workspace, reducing the chance of submitting expenses under the wrong account. This is especially useful if you frequently switch between multiple workspaces.

1. Hover over Settings and click Workspaces.
2. Click the Group tab on the left.
3. To the right of the desired workspace, click Make Default, or click the settings icon and select Make Default.

Submit a Report on a Different Workspace

If you need to submit a report on a workspace other than your default workspace:

1. Select New Report > Details
2. Choose a workspace from the Workspace dropdown menu.
3. Continue to add expenses.

Change the Workspace for an Open Report

If you frequently switch between multiple workspaces, always double-check that the correct workspace is selected before creating a new expense or report.

You can check this by:

1. Opening the Expense Report
2. Clicking Details.
3. Viewing the Workspace

Note: If you need to update the workspace that an expense report is on, click the Workspace dropdown list and choose the correct workspace.