Here’s what to do from the web platform if an Approver returns a Report.
If, during the review process, one of the Approvers in the review workflow decides to return your report for corrections, follow these steps to make the necessary updates and resubmit it:
Go to the “Submitter” menu and enter the “Reports” section.
Find and click on the returned report, which should be in “Pending Corrections” status.
Click the orange “History” button and review the comments left by the Approver. This will help you understand the reasons for the Report being sent back.
Click “Edit” to correct the information in the Report or make any necessary changes to the expenses directly.
To edit expenses, you can also go to the “Expenses” section in the “Submitter” menu and update the necessary details.
Once you’ve made all the changes and are confident that the information is correct, click “Save Changes.”
Finally, resubmit the Report by clicking the “Submit Report” button and confirm by clicking “Submit Report” again.
That’s it! By following these steps, your report will be sent back to the review workflow, and the Approvers can continue their review.
✏️ Note: When a Report is returned and resubmitted, it will go through the review process of all Approvers in the review workflow again.
🧐 Note: During an edit, you won’t have the option to change the Expense Policy. If you need to change the policy for a Report, you’ll 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!