As an approver, assigned users will submit expense reports to you for approval. The expense reports consist of individual expenses that are added to the report. Each expense has various details captured on it, if any changes need to be made, you can do so by editing the expenses.
You can edit expenses directly from the expenses page or edit expenses from inside the report view.
NOTE: Expenses from the Submitted and Approved state can be edited.
From the Team expenses page
In the left side panel, select Team and select Expenses.
Select the required expense. Select the Edit button.
You can make changes to any of the expense fields and attach receipts if needed.
Once changes are done, select Save to finish.
The changes will be recorded to the expense.
From the Team expense reports page
In the left side panel, select Team and select Expense Reports. Select the required report.
From the report view, scroll to the right and select the three-dots icon.
Select Edit from the drop-down.
You can make changes to any of the expense fields and attach receipts if needed.
Once changes are done, select Save to finish.
The changes will be recorded in the expense and the report.
Note: If you are editing main expense fields such as the amount or currency you will be asked to provide a reason. Additionally, the user will notified of any change to the amount or currency.
If you need further assistance with editing expenses, reach out to our support team at support@capitalone-fylehq.com.