Can an expense report be withdrawn or deleted after it has been approved?
KB Article #:
92684
Summary:
Can an expense report be withdrawn or deleted after it has been approved?
Description:
Resolution: 
 
Once a workflow has been completed on an expense report and considered final approved, it cannot be rejected. Rejection of an approval step can only be done prior to the completion of the approval workflow.
  • However, the expense approval process can be reset by selecting Reopen from the Approval menu within the expense report which would put the Status of the expense report back to Submitted or In Progress. 
  • Reopening a completed approval workflow can only be done if the radio button for Allow Employees to Reopen Closed Approval Records is selected on the General tab of the approval workflow.
  • Then any employee in the field to the right of this can reopen the expense report which would put it back to In Progress status.
  • Once the status is Submitted or In Progress, the expense report could be rejected or approved as needed.
Knowledge Base Reference Number: KBA #92684
 
Details  
 
To view full details, log in with your Deltek Support Center account.
Print