87538

How to open an approved expense report on Vision 7.6 so that it can be edited?

An expense report is approved at the expense report level and not by each line item. Can this expense report be unsubmitted if it has been Submitted and Approved? 

Cause:

The Allow Employees to Reopen Closed Approval Records box is not enabled.

Resolution:

1. Select the expense report approval being used in Configuration > Workflow > Approval Workflows.
2. On the General tab of the approval workflow:  
   1. Check the box for Allow Employees to Reopen Closed Approval Records and
   2. Assign the employee(s) who will be given access to re-open approved expense reports.
3. Click Save.
4. The employee who has access to Reopen\unsubmit expense reports will need to open the expense report in question and go to the Approvals menu and select Re-open.
   • This will change the status of the expense report to Submitted and allow the expense report to be edited.
5. Once the expense report is back to Submitted status and if the Workflow State of the approval step is In Process or In Review, any approver for the first step of the approval workflow will be able to edit the expense report. Additionally, if the submitters are allowed to unsubmit their own expense report (checkbox on General tab of the expense approval workflow = Employee to Unsubmit Their Own Employee Reports) then after they unsubmit the expense report they also would be able to edit the expense report.