Updating an Expense Report

After you create an expense report, you can update it at any time before you submit it for approval.

Note:

You can only edit open and rejected expense reports.

To update an expense report:

1. Go to Expenses > Expense Reports – [Select Open or Rejected] > [Select an expense report].

   The expense report record appears and shows the receipt list on the Receipts tab by default.

2. Update information in the following tabs:

   • Worksheet – If available, this tab lets you add and modify receipts by entering the receipt details in the grid.

   • Properties – This tab holds general information for the expense report, notes and attachments.

     If the Authorizations feature is enabled for your company's account, you can request advance authorization for planned expenses and link the expense reports to one or more approved authorizations. In this case, select the authorizations under the Authorizations of the Properties form. For more information about authorizations, see Working with Expense Authorizations.

     Depending on your access profile, you can add, remove, update or download attachments. See Working with Attachments.

3. Click Save.