Reverse an approved travel claim or expense report

If you need to make changes to a travel claim or expense report after it has been approved, you can reverse the approval. This returns the claim to the Started status, allowing it to be edited and submitted for approval again. This article show how to reverse an approved travel claim or expense.

Reverse an approved travel claim or expense report

To reverse an approved travel claim or expense report:

1. Search for the employee's profile.
2. Navigate to Travel & Expenses.
3. Select Travel or Expenses, depending on the item you want to reverse.
4. Change the Status filter to Approved.
5. Select the travel claim or expense report.
6. Click Reverse approval.

The selected travel claim or expense report will return to the Started status.

What happens next?

Once the approval has been reversed, the employee can:

• Edit the travel claim or expense report.
• Submit it for approval again.
• Delete it, if it is no longer needed.
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Important information

If the travel claim or expense report has already been included in an export file, you must delete the export file before you can reverse the approval.

After reversing the approval, generate a new export file to ensure the updated travel claims or expense reports are included correctly.

Related articles

• How to Register a Travel Claim
• How to Register an Expense Report
• Travel and Expense Statuses