Recalling a Report
Sending a report for validation by mistake or wanting to make changes or delete it after submission is a common challenge. Waiting for the manager to validate it can lead to delays and inefficiencies. Similarly, managers may spend time reviewing expense claims that are not yet ready for submission.
To address these issues, Expensya has introduced a new feature which enables all users to recall an expense claim that hasn't been reviewed by the manager yet. Simply select the unreviewed expense claim, and a new "Recall" action button will appear.
The following requirements must be met for a report to be recalled:
- The user must have a manager.
- The report must not have been reviewed (approved/rejected) by the manager: it must be in the "Submitted" state.
- The "Send automatically to accounting" configuration must not be activated.
- The "validation flow with reviewer" configuration must not be activated.
To recall a report:
- Go to the "reports" tab.
- Click on the report you want to recall.
- Select the "Recall" option.
- A pop-up window will appear. Click on "Recall" to confirm.
