Recalling an Expense Report

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Occasionally, you may need to make edits to an expense report after it has been submitted for approval. If the expense report has not been reviewed by your manager, it can be recalled and sent back to your expense report Drafts folder for further editing. This article shows you how to use the Recall feature.

Please Note: If the expense report has been viewed by your approver, you will need to contact them directly to have them either Disapprove the expense report back to your drafts or Submit an Inquiry.

Step 1: On your account homepage, under My Expense Reports, select Pending Approval.

Step 2: In the Actions column, select Recall next to the expense report you want to move back to your Drafts folder.

Step 3: After selecting Recall, a popup will ask you to confirm that you want recall the expense report. Click Yes to continue.

Step 4: After confirming, the expense report will automatically be moved to your Drafts folder, ready for you to make edits.

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Comments

  • Avatar
    Kerry Willumsen

    My approver is on holiday for two weeks following a request from me to change the date on an expense ... How do I edit the expense request?

  • Avatar
    Mike West

    Hi Kerry!

    If the recall button is not available, and your approver is unable to address this for you, just speak with your company's internal administrator. They can act on behalf of the approver. I will email you, and include contact details for the administrator.

  • Avatar
    Biff Powell

    Is it possible to recall a report that has already been approved? A subsequent error was found and the employee needs to make a quick correction.

  • Avatar
    Jennifer Richardson

    Hello Biff,

    An expense report can only be recalled by the submitter when the approver has not reviewed the expense report yet. Since the expense report has been approved, the expense report would have to be disapproved or an inquiry would need to be sent to the employee to have them make the correction.

    -Certify Support

  • Avatar
    Daroberts

    How do you edit the inquiry?

  • Avatar
    Jennifer Richardson

    Hello Darren,

    Once you reply to an inquiry, the inquiry will close. You will need to contact your approver and ask that they send you another inquiry so you can make any additional edits to the expense.

    -Certify Support

  • Avatar
    Carol Butler

    HI my district manager is Gretchen Porter and my expense report is going to her. But my doc is Sandra Johnston and right now my expense is for mileage for her. I put her as addition approver but its not going to her.
    Can I get Gretchen off ?

  • Avatar
    Jennifer Richardson

    Hello Carol,

    Your expense report will still go to Gretchen as she is your first approver. Since you included Sandra as an additional approver, she will be your final approver before your expense report is processed.

    -Certify Support