Routing, Approvals, & Modifications

The submitter can recall a report at any time unless a report has been fully approved. When a report is recalled, it deletes any existing approvals and will be rerouted for all approvals. 

Allowable Edits after Recall: 

• change report name

• change header’s business purpose

• edit, add, delete expense lines

Approvers can return a report for modification. After modifications are made and the report is resubmitted, the report will route directly back to the approver who returned it. 

Allowable Edits after Return 

(made by submitter):

• change report name

• change business purpose

• change dollar amounts

• delete expense lines

• edit allocations for existing expenses

• change expense types (itemized expenses cannot be changed to non-itemized expenses and vice versa)

• expense lines can be deleted

• new expenses lines cannot be added

Approvers can adjust specific items in the report without returning the report to the submitter for correction. 

Allowable Edits by Adjustment: 

• dollar amounts 

• allocation

• account code (only to account codes available within current expense tile)

• edit attachments