There may be instances where your approver, admin, or finance team requires further details to be added/modified to a report that you have submitted, they can send it back to you.
You can make the required changes and resubmit the report to get it approved.
You can find the reports that have been sent back under the Reports section in the Sent Back tab. You can click on the report to open it to start making changes.
You can view the sent-back reports from your Dashboard under the Task section. Click on Review Report to view the report and make the required changes.
While sending back a report, your approver/admin will leave comments in order to notify you of the changes to be made to the report. Click on View Comments to see them.
The Report Comments box will open and list the comments added to the report. If you wish, you can add a comment to the report from the Message box provided and click on the Submit Comment button.
This comment will be visible to your approver/admin once you have resubmitted the report.
You can make changes to the expenses in the report by clicking the expense. Click on the required expense and then select the Edit button to make changes to the expense.
Now you can make any changes to the expense. Once the changes are made click on Save to save the changes.
Once you have made changes to the report, click on Resubmit. Once resubmitted, the report will go back to your approver/admin for approval.
You can view the submitted reports will be visible under the Reports section in the Pending tab.
To learn more about resubmitting reports via the mobile app, click here.
To learn more about creating reports via the mobile app, click here.