FAQ: Expense Reports

I can't submit my expense report because another worker imported the same credit card transaction on their expense report. How can I correct this issue?

I receive errors when completing an expense report in 2 different browsers simultaneously. How can I resolve these errors?

I received an expense report error describing an issue with currency conversion rates. How can I resolve this error?

How do I cancel an expense report?: To cancel an expense report, select
Expense Report
Cancel
from the related actions menu of the expense report. Canceling an expense report is irreversible.; You can't cancel an expense report if it:
Has a payment applied to it.
Has a tax declaration associated with it.
Is associated with an in-progress or unapproved Project Transaction Adjustment Event
business process.
How do I change an expense report?: To change an expense report, select
Expense Report
Change
from the related actions menu of the expense report. The Expense Report Event
business process restarts and the expense report returns to the initiator. When the initiator resubmits the expense report, it goes through the business process again.; You can't change an expense report if it:
Has a payment or pending payment applied to it.
Has a tax declaration associated with it.
Is associated with an in-progress or unapproved Project Transaction Adjustment Event
business process.
I can't submit my expense report because another worker imported the same credit card transaction on their expense report. How can I correct this issue?: When the other worker saves their expense report, Workday recognizes the downloaded transaction on your report as a duplicate when you try to submit it.; To resolve this issue:
Remove the credit card transaction from your expense report before submitting it, or
The other worker must remove the credit card transaction and save their expense report again.
I receive errors when completing an expense report in 2 different browsers simultaneously. How can I resolve these errors?: We recommend using only 1 browser while creating and editing expense reports. Working in multiple browsers simultaneously can cause conflicts when saving expense reports.

I received an expense report error describing an issue with currency conversion rates. How can I resolve this error?: Workday uses the allowance plan currency as the source currency for conversion rates. Access the
Maintain Currency Conversion Rates
task and set conversion rates against the relevant currencies to enable you to submit the expense report.

Steps: Set Up Expense Reports

Steps: Manage Expense Reports