An expense report is named by the employee who submitted it. Admins and approvers can change the name of submitted and approved expense reports.
Note: The name of draft or closed expense reports can’t be edited by admins.
To edit an expense report's name, select the Expense reports tab in the left panel. If you’re an admin, select the All business reports tab within the drop-down. If you’re an approver, select the Your team’s reports tab within the drop-down.
Select the Submitted or Approved status tabs, then select the report you’d like to edit.
If you’re an approver, select the Your team’s reports tab within the drop-down, then select the report you’d like to edit.
In the report view, select the edit icon next to the report name.
Type in the new report name—this can be alpha-numerical (e.g., ABC123)—and select the Save button.
The name of the report will be updated.
To view a record of this name change, select the History tab.
If you need further assistance in editing report names, contact our support team at support@capitalone-fylehq.com.