Change accounting after submission or approval

🔍 When can you change the accounting?

👉 Applies to: administrators. Users cannot change a submitted expense report unless it is denied and sent back to them.

✏️ How to change the accounting

1. Go to Accounting > List All.
2. Open the expense report and the purchase you want to change.
3. Click Edit accounting.
4. Click Delete accounting.
5. Do the accounting again with the right account and internal account.
6. Click Save.

✅ The accounting is updated and the expense report continues in the flow as usual.

⚠️ For representation

When you delete the accounting, the details on participants, purpose and company name are also deleted.

💡 Copy the details before you delete the accounting, so you can add them again.

❓ Frequently asked questions (FAQ)

Can I change the accounting after the expense report has been audited or authorized?
Yes, as an administrator, as long as the expense report has not been approved for export.

Can I change the accounting after it has been approved for export?
No. Once the expense report has been approved for export, or exported, the accounting cannot be changed in Expense.

Is the approval flow affected?
No, only the accounting is updated.

What happens to the representation details?
They are deleted and need to be added again.

✅ Summary

• ✏️ Delete the accounting and do it again
• ⚠️ Save the representation details first
• 🔄 The approval flow is not affected

🔗 Related articles

• • Change or add receipts on behalf of users
  • Delete an expense report, expense or mileage allowance
  • Representation – representation types