Edit form

If the requisition or expense report that a transaction is linked to has not yet been approved, you will still be able to change a form 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 ).

   The Coding tab of the Transaction Details 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.

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

6. Click the form you want to open.

   Note: You will not be able to select a form that was auto-created by the receipt of a requisition.

7. Make the required changes.
8. Click Save.

   You will return to the Coding tab of the Transaction Details 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.