With the Finance role, you can send back an approved expense report if any changes are required. When a report is sent back, it moves into the Sent Back state and it has to be re-submitted by the user after rectification. The report once again is submitted for approval to the approvers, following the approval hierarchy that is configured for your organization.
To send back an expense report, you can follow the steps mentioned below:
All the reports that are submitted to you for approval will be visible in the Reports section, under the Verification Pending tab. Select the required report.
In the top right corner, click on the three-dots button. Select Send Back.
In the form that opens up, type in the reason why this report is being sent back to the employee. This will help them to understand what changes need to be made.
NOTE: This is a mandatory step.
Once filled in, click on Send Back.
The report will be sent back to the employee. They can make the requested changes and submit the report for approval.
To learn more about how the payment queue, click here.