How-to: Take control of a report

Katie Oswalt

If you are waiting on someone else to approve or reimburse a report but that person is unavailable, any Policy Admin can click Take Control so that they can approve or reimburse the report. This can be done for any submitted report.

• Simply click into the report (on the web version of Expensify), and click Take Control

• You will then be able to review, approve, reject, or reimburse the report.

Related articles:

• How-to: Reopen a closed report (Undo Submit)
• How-to: Use Guided Review to approve reports
• How-to: Retract a submitted report (note: now called Undo Submit)