How to Resubmit an Expense Report
If something has gone wrong with an Expense Report after it was submitted and approved, you may need to re-submit it. For example, if the creation of the matching PIN failed.
- After fixing the error with the Expense Report, go to the report and click 'Admin Edit'
- Change the following fields:
- Status = Submitted
- Approver = yourself (this avoids a new approval notification going to original approver)
- Admin Global Edit = ticked
- Audit Notes = add some notes about why you are resubmitting this ER
- Click on 'Save' to save the Expense Report. It is now ready for approval.
- Click on 'Approve' in the 'Approval History' area on the right-hand side to complete the Job Manager approval
- Then get Finance to 'Approve' this ER again, which should now successfully create the PIN