Can policy admins edit approved reports?

rgondo

It appears so - I tested this on one of my own reports and found this to be possible. Does anyone know if it works on other users?

Use case: Our final approver (finance) checks expenses for errors that can't be identified in Expensify. For example, sometimes the hotel is in the wrong state (I entered NJ instead of NY by accident). We want Finance or the user or some admin to be able to edit the expense without having to unapprove the entire report. ie, can we line-item edit expenses ex-post?

Thanks

tylerzoll

@rgondo Yes, you can do this. I do that sometimes, but I also export to NetSuite, so I can edit the report there as well.

rgondo

thanks. @tylerzoll - how do you keep data the same if you export to NetSuite then make changes there?

tylerzoll

@rgondo There maybe some small differences between our Expensify data and our NetSuite data. For example, it’s lots easier for us to add a customer on an expense in NetSuite than it is in Expensify. We don’t change anything big in NetSuite but just changing a memo or something like that isn’t a big deal for us.