Reassign an Expense Report

If you have the employee expense approvals workflow enabled, you may have the option to assign another employee to approve the expense report.

The reassign feature can be configured for an approval step in the employee expense approval workflow. If the Reassign option is not displayed in the Expense Report form, then the current approval step of the approval workflow does not allow expense reports to be reassigned.

You must have the corresponding approval role to perform this approval workflow task.

To reassign an expense report:

1. In the Navigation pane, go to the My Stuff section and select Expense Reports.
2. Use the search field above the Expense Reports form to search for and select the expense report that you want to review. You can use the All Pending Approval search filter to find and open the expense report.
3. Review the expense report and click Reassign. The Change Assignment on Current Step dialog box displays.
4. Enter an employee in the Add New Assignment To or Move Assignment fields.
5. Click Change to reassign the expense report for approval and close the Change Assignment on Current Step dialog box.