Manager Edit Function for Expense Claims

Manager Edit – Expense Claims

Managers with approval rights can edit expense claims during the approval process. This feature allows approvers to make necessary adjustments without rejecting the claim, helping streamline approvals and reduce delays.

What Is Manager Edit?

Manager Edit is a function that allows approvers to modify expense claims during their assigned approval step. If the approval step has been configured to allow editing, the manager will see an Edit option when reviewing the expense claim.

This feature is especially useful when minor corrections are needed such as adjusting amounts, updating job codes, or clarifying descriptions without requiring the employee to revise and resubmit the entire claim.

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 the claim to restart the approval workflow.
- Approve the claim directly.

⚠️ If the manager chooses to approve the claim after editing, the system will treat the expense claim as fully approved. It will skip any remaining approval steps and finalize the approval process.

When Is Editing Allowed?

Editing is only available if:

The manager has approval rights for the expense claim.
The approval step is configured to allow editing.

If these conditions are not met, the expense claim 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.