Manager Edit Function for Expense Claims

Manager Edit – Flexible Editing for Approvals

Overview

Manager Edit is a dynamic feature that enables approvers to make real-time adjustments to submissions during the approval process. Currently available for expense claims and credit card transactions, this functionality is designed to support more submission types in the future.

What Is It?

Manager Edit allows approvers with the appropriate permissions to modify submissions during their assigned approval step. If editing is enabled for that step, the approver will see an Edit option when reviewing the item.

This is especially helpful for making quick corrections such as adjusting amounts, updating codes, or clarifying descriptions without requiring the submitter to revise and resubmit.

Why It Matters

Reduces delays by avoiding unnecessary rejections.
Improves accuracy with in-line corrections.
Streamlines approvals across multiple submission types.
Supports compliance by ensuring data is correct before final approval.

How It Works

If the manager has both approval and edit rights for the expense claim:

They can click Edit to make changes to the claim.
After editing, they can choose to:
- Save the changes and continue later.
- Resubmit to restart the approval workflow.
- Approve directly.

⚠️ If the approver chooses to approve after editing, the system will treat the submission as fully approved and skip any remaining approval steps.

When Is Editing Allowed?

Editing is available only when:

The approver has approval rights for the submission.
The approval step is configured to allow editing.

If these conditions aren’t met, the submission will be read-only during that step.

Benefits

Reduces unnecessary rejections and resubmissions.
Speeds up the approval and reimbursement process.
Ensures accurate and compliant expense reporting.