Correct an Expense Report

The Correct Expense Report function enables you to modify a processed expense report.

The Correct icon displays on the toolbar only under the following conditions:

• The expense report status is Processed.
• Your Expense Class or Functional Role allows corrections of expense reports.
• Corrections are still allowed based on the number of days that have elapsed since the report was originally processed.

  To correct an expense report, complete the following steps:

1. Open the expense report.
2. Click Correct on the toolbar.

   Depending on permissions set for your Expense Class or Functional Role, possible restrictions include the following:

   • You may not be allowed to correct the expense reports unless it contains at least one active charge.

   • You may not be allowed to modify the Expense Incurred amount, or any field that would affect it, which by extension, would change original net reimbursement amount.

   • You may not be allowed to modify charge allocations if your Expense Class or Functional Role is limited to modifying active charges only.

3. Modify the expense report and sign if required.

   When a user signs a corrected expense report, the User Directed Workflow, Receipt Information, and Due Company pages display only if one of the following occurred:

   • An expense(s) was added or removed
   • An expense(s) amount changed
   • A charge allocation(s) was changed
4. If the Revision dialog box displays, enter an explanation for changes made.

   The dialog box displays only if certain fields were modified.