As the finance admin, there are times when certain key expense details are incorrect(category, Merchant name) and require edits to comply with accounting regularities.
Sending back report for these edits would require users to resubmit reports with corrected entries for approval.
To eliminate such delays, the finance admin can edit key expense fields on approved expenses.

To edit an expense

  • Click on the Edit button under the expense in the report.
  • Edit the required expense fields and click on Save. You are also required to provide an explanation for editing the expense. Employees are notified of the same through an email. 

Did this answer your question?