Unsubmit an Expense Report

If you have the expense reports approvals workflow enabled and need to modify details on an expense report that you have submitted for approval, you can unsubmit that expense report.

Prerequisites: The Unsubmit option is available in the Approvals drop-down list if:

• None of the steps in the approval workflow is approved.
• The current step of the approvals workflow allows expense reports to be unsubmitted.
• Your system administrator configured Vision to allow employees to unsubmit expense reports (selected the Allow Users to Unsubmit Their Own Expense Report field on the General tab of Configuration > Workflow > Approvals Workflow).

To unsubmit an expense report, complete the following steps:

1. Open the expense report that you need to unsubmit.
2. On the toolbar of the Expense Report form, click Approvals > Unsubmit. Check the updated State and Step fields in the General tab to verify that the record is unsubmitted. An unsubmitted record displays a Start state.