Employee - How to edit the "Expense Reimbursements" form?

The Expense reimbursements module is undergoing numerous improvements, both recently deployed and upcoming. Some information may be temporarily incomplete. This article will be updated shortly.  If you have any questions, feel free to contact our support team at support@scolago.com.

As an employee, it is possible to modify a supporting document linked to an expense reimbursement request, provided that this request is in Pending or Draft status. 

Here are the detailed steps to make this modification:  

• Access the Expense Reimbursements module, available in the left menu under the Forms section. Once in this module, your list of reimbursement requests will be displayed;
• Use the available filters, such as Creation Date or Status, to locate the request you wish to modify;
• Once the request is identified, click on the pencil icon to modify the request (if it is in Draft status) or on the eye icon to view it (if it is in Pending status);

• Once in the request, locate the expense for which you want to modify the supporting document;
• Click on the pencil icon or the eye icon of the relevant request;
• If necessary, use the trash can icon to delete an already uploaded supporting document;
• Then, click on the Select button to upload a new supporting document;

Please note that it is possible to add multiple supporting documents for a single expense, if necessary.

• Once the adjustments are made, click on Apply to confirm the changes;
• Choose the Save option to keep the modifications, or Submit for validation to send the request for approval if it is ready to be processed. 

If needed, watch this video : Video: Employee - How to modify the ''Expense Reimbursement'' form?