Correcting employee's entries prior to them submitting expense report

[mhenrybayc]

Is it possible to allow approvers to view transactions being added to employee's report/make changes and view how employee is expensing transaction prior to the employee submitting the report?

We are trying to get ahead of incorrect information being inputted such as expense type & job/unit numbers prior to employee submitting the report.

[KevinD]

@mhenrybayc I'll address your question in two parts since it contains two things you are wanting approvers to do. 

First part, can approvers view reports prior to employees submitting? Yes they can. They would need to be set as the delegate for that employee and have the Can Preview checkbox checked. 

Second part, can approvers make changes prior to submission. Technically yes, but you do not want to do this. The approver could make changes to the report prior to submission if they are the delegate for that employee and the Can Prepare checkbox is checked. However, once the approver makes a change to the report, their name is stamped to the report and the approver now becomes part "owner" of the report and therefore could not approve it. This is by system design. 

You could however, allow the Approvers to edit certain fields post-submission to make corrections. But, and this is my personal opinion, I wouldn't recommend this for two reasons: 1. It sets a bad precedent to employees that they don't have to be accurate in their expense reporting because their manager will just fix it for them. Then employees don't learn correct expense reporting. 2. Employees wouldn't see the changes that were made to their report before it is submitted. These expenses are the employee's and they should know what is being submitted. 

Let me know your thoughts or if you have any questions. 🙂