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Re-Allocating Staff Expenses During Approval

We are constantly having difficulty as we have staff expenses that need approval but in the approval tab we are UNABLE as the administrator to physically change fields within the detail and re-allocate them.

The only way at moment is a whole work around of leaving the approvals tab, to run a report, to then unsubmit, then go into capture, then do it all again and then approve.

Its time inefficient and makes it difficult for our financial controllers who approve all expenses to do so swiftly and would save a lot of hassle if we can amend what is allocated to the wrong places.

Status: Not Approved1 comment

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Comments1

  • Ivona Milanova-Thomaides

    Team•

    May 20, 2025

    Hi there,
    After some consideration, we have come to the conclusion that this does not align with best practice and will not be implemented. we advise that staff are trained on the correct fields required when inputting the expense claim.