Manage Reports

Edit a Report

If you want to make changes to a report, you can edit it.

Note:

You cannot edit the reports in the Awaiting Approval, Approved, or Reimbursed statuses.
You cannot edit the expense if you’ve submitted the report.

To edit an expense report:

Go to Reports on the left sidebar.
Click the report you want to edit.
If you want to edit the report details, click the Edit icon in the top right corner of the report.
Make the necessary changes and click Save.
If you want to edit the expenses in the report, navigate to the Expenses tab and click the expense you want to edit.
Make the relevant changes and click Save and Close.
If you want to edit the advances in the report, navigate to the Advances & Refunds tab and click the advance you want to edit.
Make the relevant changes and click Record Advance.

You can update multiple expense reports at once. Here’s how:

Note: You cannot delete the reports in the Awaiting Approval, Approved, and Reimbursed statuses.

To delete expense reports:

Go to Reports on the left sidebar.
To delete an individual expense report, click the report, click the More icon, and select Delete.
To delete multiple expense reports, click the checkbox towards the left of the reports and click the Delete icon at the top of the page.
Click Delete again in the pop-up that appears to confirm your action.