Edit form

If a requisition has not yet been approved you may still change the way it was coded. Requisitions that have been approved can no longer be recoded.

To edit a Spend Wizard:

1. On your summary statement, locate the transaction you want to change.
2. Click the transaction status icon to the right of the transaction (the green check or red cross icon).

   The Travel Request Details Coding window appears.

3. Change the coding of the transaction as required.

   Note: You will not be able to change default coding that is read-only.

4. Click Save.
5. To make a change within a form, click the Expenses tab of the Travel Request Details window.

   On the Spend Wizard window you will see the form(s) you completed for this transaction.

   Note: If the form was automatically created by the set up of the requisition you will not be able to edit it.

6. Click the form you want to open.
7. Make the required changes.
8. Click Save.

   You will return to the Travel Request Details Coding window. If you made changes to the way your transaction has been allocated in the form, you will also need to make changes to the coding of the transaction. Click Save again once you have completed all coding.