How to: Edit your employee's expenses as a policy admin

Nicole Trepanier
Nicole Trepanier Expensify Team Posts: 498 Expensify Team
edited December 2019 in How-to Docs

This can only be done via the Expensify website.

If a report has been submitted directly to you, you can click into any expense to edit the expense details.

Note: You cannot change the amount of the expense. You will need to reject it to the employee to make any changes that affect the report total.

If you are a policy admin and need to edit a report that wasn't submitted directly to you, you will need to click the Take Control button at the top of the report.

Note: Taking control of a report will break the approval workflow.

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How-to: Take control of a report