Expense was in policy but the reimbursable box wasn't checked. Do I resubmit the expense as reimbursable on a new report?
Hi @burtlively, welcome to the Community and thanks for asking a great question. Most often, if this occurs, we recommend retracting the submitted report, applying the reimbursable flag using the checkbox on the expense, and resubmitting the report.
If you're unable to see a retract button at the top of your report, and it is in the Approved state, please reach out to an admin and ask them to Unapprove and Reject the report back to you. A rejected report returns to the Open state and allows you to edit the expenses or add more information before resubmitting.
That being said, it's always a good idea to check with your admin as they may have a preferred workflow they'd like you to follow.
Thank you. I am an administrator. I didn’t see any way to unapprove. I will recheck.