Edit Spend Wizard

If a transaction has not been linked to any expense report, or if the expense report that it is linked to has not yet been approved, you may still change details such as the exchange rate or the coding of the transaction.

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 Out of Pocket Expense Details window appears.

3. To make a change within a form, click the Expenses tab on the Out of Pocket Expense Details window.

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

4. Click the form you want to open.
5. Make the required changes.
6. Click Save.

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