As the finance admin, there are times when certain key expense details are incorrect(category, Merchant name) and require edits to comply with accounting regularities.
Sending back report for these edits can be would require users to resubmit reports with corrected entries for approval.
To eliminate such delays, the finance admin can edit key expense fields on approved expenses.
To edit an expense
- Click on the menu icon under Actions column
- Click on Edit option
- Edit any of the expense fields. You are also required to provide an explanation if editing the expense. Employees are notified of the same through an email.