- Withdraw & Update/Delete Report
- Withdraw & Update/Delete Report
- "3526bb82-2dbb-4685-b6e8-314812d2c914
- This lesson will show you how to withdraw an expense report, update and resubmit it for approval, or to delete it.
- For the update example, we will be making a change to the cost center of an expense report which has already been submitted.
- Under "Track Submitted Expense Reports" find the expense report you want to update/delete and click the
- Withdraw icon
- for report 77829.
- You have now updated your expense report and resubmitted it. It will go to your approver again for approval.
- A confirmation will appear
- Click the
- Yes
- button to proceed.
- Click the
- Update Icon (pencil)
- for the report you've just withdrawn 77829.
- For this example, we will be changing the cost center.
- Click in the
- Cost Center
- field.
- Enter the new cost center into the
- Cost Center
- field.
- Enter "
- 10111
- ".
- The existing expense information will still remain the same. If you need to make changes to it, such as change an amount or add a line, you can do so here.
- Click the
- Next
- button.
- Click in the
- Cost Center
- field.
- Even though you changed the cost center at the header earlier you need to make sure you adjust it here at the line level too.
- Enter the cost center you want to change it to.
- Enter "
- 10111
- ".
- Click the
- Next
- button.
- Once you've withdrawn your expense statement, it will move from the Track Submitted Expense Reports to the Update Expense Reports section of your I-Expense homepage.
- The status of the reports is now Withdrawn. From here you can choose to make updates to the expense report or to delete it.
- Your expense report is now deleted. You will not see it in your expense home anymore.
- Find the expense report you have just withdrawn. It will be located under the Update Expense Reports section of your I-Expense homepage and Click the
- Delete icon (trash can)
- .
- A confirmation will appear.
- Click the
- Yes
- button to delete it.
- Review your expense report if there are no changes to be made click the
- Submit
- button.
- Original Path
- Delete
- Please select the example you would like to see from the options listed below.
- Update
- Delete
- Withdraw expense report and make available for updates
- Yes
- Go to Enter Expense Report: General Information page
- Financial Systems & Training
- Financial Systems & Training
- Next
- Next
- Financial Systems & Training
- Financial Systems & Training
- Next
- Delete expense report
- Yes
- Submit