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 Configuration > Workflow > Approvals Workflow).

To reopen an expense report, complete the following steps:

1. Open an approved expense report.
2. On the toolbar of the Expense Report form, click Approvals > Reopen. 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.