Reopen an Expense Report
Reopen an expense report that was already approved if you need to edit it and submit it again to the approval workflow.
Prerequisites: The
Reopen option is available in the
Approvals drop-down list if:
- You are viewing an approved expense report and the expense reports approvals workflow is enabled.
- Your system administrator configured Vision to allow employees to reopen expense reports (selected the Allow Employees to Reopen Closed Approval Records option on the General tab of ).
To reopen an expense report, complete the following steps:
- Open an approved expense report.
- On the toolbar of the Expense Report form, click Check the updated . State and Step fields on the General tab to verify that the record is reopened. A reopened record displays the previous state and step based on the approvals workflow before.