Expense Report - Claim ID

[globalx]

As a reviewer or approver, is it possible to update the Claim ID on behalf of the user/claimer without returning the claim to them for revision?

[Meena_K · Accepted solution]

Hello,

Claim ID is a standard system-generated field. Once the expense report is saved, the Claim ID will be generated automatically and does not require manual editing.

Could you please reconfirm if you are referring to the same field? If not, kindly share a screenshot for better understanding so we can provide the appropriate response.

If this answers your query, then please mark solution as accepted.

Regards,

Meena

[Meena_K · Accepted solution]

Hello,

Claim ID is a standard system-generated field. Once the expense report is saved, the Claim ID will be generated automatically and does not require manual editing.

Could you please reconfirm if you are referring to the same field? If not, kindly share a screenshot for better understanding so we can provide the appropriate response.

If this answers your query, then please mark solution as accepted.

Regards,

Meena

[KevinD]

@globalx this cannot be changed. Out of curiosity, why would you want to change the claim id?

[globalx]

@KevinD we have a format for Claim Name/ID.  I know that the employee can change it, but when they forgot to use the format assigned, we'd like to change it for the employee without the need to return the report to employee.

[KevinD · Accepted solution]

@globalx Claim name and ID are two different things. The Claim ID is system generated and cannot be changed. 

The report name field in Standard cannot be edited by approvers or processors. You will need to send it back to the employee. I actually prefer this as employees should learn to name them correctly. If employees know their approver will just update the name for them, they won't be accurate in using the naming convention. The employee, in my opinion, should have the responsibility of entering data correctly on their expense reports.