Here’s how to correct an Expense Report on Rindegastos’ web platform.
Topics you’ll find in this article:
How to correct a draft expense report?
If you need to correct or modify reports that are in draft status, just follow these steps:
From the "Submitter" menu, select “Reports.”
Find the Report you want to correct or modify and click on the three dots.
Choose "Edit Report."
You can edit general and personal details, add or remove expenses, and attach files.
Once you’ve made the necessary changes, click "Save Report."
That’s it! The report is now corrected before being submitted to the review workflow.
How to correct an expense report that has been sent to the review workflow?
To edit an Expense Report that has already been sent to the review workflow, two users need to be involved: the Approver and the Submitter. The correction process is divided into two steps:
Step 1
Request the Approver to return the Report.
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 in "Pending Corrections" that you wish to correct or modify.
Click on "Edit" at the top.
You can edit general and personal details, add or remove expenses, and attach files.
After making the necessary changes, click "Save Report."
That’s it! The report is now corrected and can be returned to the review workflow.
🧐 Note: During editing, the option to change the expense policy is not available. If you need to change the expense policy for a Report, you will need to create a new report.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!