Adjust an accounted transaction as an approver

✏️ When do you need to adjust?

• 📊 The wrong account has been chosen
• 💰 The VAT needs to be corrected
• 🍽️ The representation is missing details

👉 Applies to: you who approve expense reports in the Expense app. If the error is bigger, for example a missing receipt, deny the expense report instead.

🔍 Step 1 – Open the transaction

1. Open the Expense app. Under To Do, choose To review.
2. Choose the expense report.
3. Tap the transaction you want to adjust and check the account, VAT, receipt and comment.

🗑️ Step 2 – Delete the accounting

• iPhone: tap the three dots (•••) in the transaction and choose Delete accounting.
• Android: press and hold the transaction and choose Delete accounting.

⚠️ The receipt and the comment stay, but the accounting is deleted. If it is representation, you need to fill in the participants' names, the purpose and the external company name again.

📊 Step 3 – Categorize again

1. Tap Categorize.
2. Choose the right account, or use the Quick select options under Purchases.
3. Check the VAT amount and VAT rate.
4. If it is representation, fill in the participants' names, the purpose and the external company name again.
5. Tap Save.

✅ The accounting is updated.

💡 Write a comment about what you have changed, so the user and the finance department can see why.

✅ Step 4 – Authorize the expense report

Check the expense report one last time and tap Authorize.

✅ The expense report moves on in the approval flow.

❓ Frequently asked questions (FAQ)

Can I change an accounted transaction as an approver?
Yes, you delete the accounting and categorize again before you authorize.

Should I adjust or deny?
Adjust when you can correct the account, VAT or representation yourself. Deny when the user needs to add something, for example a receipt. Read Authorize or deny expense reports.

Is the receipt deleted if I delete the accounting?
No, the receipt and the comment stay. Only the accounting is deleted.

Can I make changes after I have authorized?
No, adjust before you tap Authorize. After authorization, an administrator can change the accounting.

✅ Summary

• 🔍 Open the transaction under To Do > To review
• 🗑️ Delete the accounting (three dots on iPhone, press and hold on Android)
• 📊 Categorize again with the right account and VAT
• ✅ Authorize the expense report

🔗 Related articles

• Authorize or deny expense reports
• View history and status as an approver
• Register representation
• Choose VAT type for foreign purchases