View/edit/delete expense report

Note: You can view, edit or delete any expense report, regardless of its open or closed (expired) status, if it is not approved.

To view/edit or delete an expense report:

1. Click Home.
2. Under the menu heading Expense Report, click Statement - your name.

   Your expense reports summary displays any current (open) expense reports.

3. If your expense report has expired, click All at the bottom of the account statement.
4. Click the expense report you want to view.
5. On the Expense Report Details screen, click to the right of the expense report name.

   The Modify Expense Report dialogue box appears.

6. Make any necessary changes to the expense report name, description, start date, expiration date, or any of up to six fields specific to your organization, and click Save.

   Note: You cannot change the transactions linked to your expense report from this dialogue box.

7. To view a full audit history of the expense report, click View Audit History. Each icon in the table that appears represents a different phase in the expense report life-cycle:

   The account holder has either:

   • created the expense report
   • linked transaction items to the report
   • updated details of the expense report.

   The account holder has submitted the expense report for approval.

   The approver has posted a question about the expense report.

   The account holder has answered approver's question.

   The approved has declined approval of the expense report.

   The approver has approved the expense report.

8. To delete the expense report, click Delete.