Deleting an Expense Report (v8.xx)
As long as it has not yet been approved or is not awaiting approval, it is possible to delete an existing expense report. An administrator however can delete an expense report at any time.
To delete an expense report:
From the [My workspace] tab navigate to the "My expenses reports" section. Click on "In Progress" in the contextual navigation menu.
Select the expense sheet you want to delete, and mark it for deletion.
Note: Once an expense report has been deleted, the system deletes all costs that were included in it.
Submitting an expense report for approval
To submit an expense report for approval it is sufficient just to change its status to "To be approved"
From the expense report, click "Workflow" on the action menu bar and select-"To be approved".
Approving an expense report
Once a user has submitted an expense report for approval, the input fields in the document are no longer editable, and he/she cannot delete it. The resource responsible for approving it then has to take an action on it. To access Expense reports to be approved:
Navigate to the [My workspace] tab
Select "Expense report" in the contextual navigation menu Select the view "To be approved"
All expense reports awaiting approval are displayed in the content window. Open, the one you want to review in Edit mode.
The actions the responsible can take are limited and simple. From the menu [Workflow] menu on the action bar, he/she can either "Approve" or "Deny".
If an "Expense report" is rejected, the user is required to modify it and submit it again for approval.
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