How Do I Edit Line Item Details of an Expense Report?

Once you create an expense report and add add line items to it, you can edit the details before submitting for approval.

To Edit Line Item Details

To edit line item details, follow the below steps:

1. On the Expenses menu, click Drafts.
   
   
   
2. The Drafts page appears displaying the list of expense reports which have been created but not yet sent for approval.
3. Click on the particular expense report name or on the icon.
   
   
   
   
4. The particular Expense Report screen opens.
5. The Expense Report screen opens displaying the list of expense line items added to it.
6. Click on a particular merchant name.
   
   
7. An Update [Line Item] Expense Details window opens.
   
   

   Note: Line Item refers to the expense name. Fields and tabs in this window are customizable by your administrator. So, you might not find the same window as shown in the below screenshot.

   
   
   
8. Update the details and click Update.