Edit a Draft Expense Report with Emburse Professional Mobile

If you need to update an expense before submitting your report, you can edit it directly from a draft report in the Emburse Professional mobile app.

You can edit expenses only while the report is in Drafts status. Once you tap Submit for Approval, expenses can’t be edited unless the approver returns the report with the Edit Expense checkbox selected.

Prerequisites

  • You are logged in to the Emburse Professional mobile app
  • The expense report is saved under Drafts

Edit an Expense In A Draft Report

  1. From the bottom navigation, tap Reports.
Reports button in the bottom navigation of the Emburse Professional mobile app
  1. Tap the draft report name.
Draft expense report selected from the Reports list in the mobile app
  1. In the Expenses section, tap the pencil icon next to the expense.
Pencil button used to edit an expense within the expense report

  1. Update fields as necessary based on your organization’s expense policy.

The fields below are used for mileage expenses. Different fields populate for different expense types; see Expense Types in Emburse Professional for more information.

  1. Tap Change.
  2. Tap Save.

The report totals update automatically

  1. Tap Submit for Approval to submit the report.
Submit for Approval button at the bottom of the expense report
  1. Check the checkbox I certify this expense report is true and accurate.
  2. Tap Submit.
Certification checkbox and Submit button when submitting an expense report

Example: Change a one-way trip to a round-trip

If you entered mileage as one-way:

  1. Open the draft report.
  2. Tap the pencil icon next to the mileage expense.
  3. Tap the Round Trip checkbox.
  4. Tap Change.

The mileage recalculates automatically.

  1. Review the updated Total Reimbursable and Total Expenses amounts.

The updated amount appears in the Expenses table.

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