Here’s how to edit an expense on Rindegastos’ web platform
Topics you’ll find in this article:
How to edit a draft expense?
If you need to correct or modify a draft expense, just follow these steps:
From the “Submitter” menu, select “Expenses”.
Find the expense you want to modify.
Click the pencil icon at the top right to edit the expense, or the “Edit Expense” button at the bottom.
You can update general details, custom fields, and attach or remove files.
Once you've made the changes, click “Save Expense.”
That’s it! The expense is updated before being sent to the review workflow.
How to edit an expense in a report sent to the review workflow?
To edit an expense that has already been submitted within a Report to the review workflow, two users need to collaborate: the Approver and the Submitter. The process of correcting the expense is divided into two steps:
Step 1
Ask the Approver to return the Report containing the expense you want to correct.
The Approver will need to provide a reason for the return along with instructions for correction.
Step 2
From the “Submitter” menu, select “Reports”.
Click on the Report marked as “Pending Corrections” that contains the expense you want to modify.
Find the expense you need to correct by clicking on it, then click the “Edit Expense” button at the bottom.
You can update general details, custom fields, and attach or remove files.
Once you’ve made the necessary changes, click “Save Expense”.
That’s it! The expense has been corrected, now you can resubmit the Report to the review workflow.
Note: When editing, the option to change the expense policy is not available. If you need to change the policy, you will have to create a new expense.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!