I am a processor and while reviewing expense report before the final approval, there is no drop down for the expense type.
There are only certain expense types that seem to trigger this. Has anyone else experienced this?
Ours is set to allow the processor to change the Expense Type, Date, Business Purpose, Vendor, and add comments - basically everything except the dollar amount is editable by the Processor. Suggest submitting a ticket to Support with the expense types affected so they can check the form settings.
@tnelso13 If I had to guess, you were possibly trying to change an expense type that was Hotel or Car Mileage. These are two expense types that cannot be changed by anyone except for the person who submitted the report. This is by system design. If the the expense type wasn't Hotel or Car Mileage, can you tell me what the expense type was, please? It is possible as well to prevent anyone except the submitter from changing a report.
We have a meals and entertainment expense type. That is broken down into four different categories, depending on the phase of the job the employee has traveled to or it can also be labeled non job related. There is only one category for this expense type that I cannot change.
The employees are able to selected it when completing their expense report but if they choose the specific expense type in Processing reports it cannot be changed nor is it available as an option in the expense type drop down.
@tnelso13 yes, the system is preventing anyone from changing the expense type. What you'll need to do is send the report back to the submitter and tell them which expense type to choose to make it correct.
@tnelso13 I'm pretty sure that the response you will get is to send the report back to the employee and have them choose the correct expense type. When you send it back, you just put in the comments which expense type to be selected.
Out of curiosity, can you send me a private message with the name of the expense report and the expense type needed, please? I'd like to check something. To send me a private message, click on my username, select View profile. You'll see an option to send message.