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Administrator Guide
Last Updated: 2023-06-23
Correct Approved Expense Reports

Correct Approved Expense Reports

  • Configure the
    Expense Report Event
     business process and security policy in the Expenses functional area. Add
    Security Groups
     to the
    Correct
     action.
  • Security:
    Process: Expense Report - Reporting
     domain in the Expenses functional area.
You can correct expense reports after you approve them. When you correct expense reports, you can change worktags, item categorizations, or other details that don't alter the total amount of the expense report or line. If you need to reallocate an expense line amount, you can itemize the line.
  1. Access the
    Find Expense Reports
     report.
  2. Open the expense report you want to correct.
  3. On the
    Business Process
     tab, select
    Business Process
    Correct
     from the related actions menu of the
    Expense Report Event
     business process.
    You can't correct an expense report if:
    • It's paid and you've enabled worktag balancing.
    • There's a negative reimbursable balance recovered from an approved expense report.
    • The expense tax details are on a tax declaration. To correct the expense report, cancel the tax declaration and then delete the tax declaration.
    • It's used in project billing transactions that have a billing status of
      Ready to Bill
    • It includes settled intercompany payments.
  4. Select the expense report line and make the necessary corrections.
The report saves the changes but doesn't repeat the approval process.