Change the Status of an Expense Report

If your system administrator does not allow users to edit submitted expense reports, users with Group, Company, or System access can change expense reports from a status of Submitted or Approved back to In Progress so that users can change and resubmit their expense reports.

You cannot change the status of a posted expense report.

To change the status of an expense report, complete the following steps:

  1. Open the expense report whose status you want to change.
  2. Click the Status field and select the appropriate status from the drop-down list.
  3. Click Save on the Select Employee Expense Report grid to save the status change.
  4. Click Refresh Status on the Select Employee Expense Report grid to update the status of the expense report.