Edit pending expense reimbursement requests

If the approval process is not enabled, you can edit a reimbursement request until a cheque is printed or delivered. If the approval process is enabled, you can edit the request depending on its state. The possible states are: Submitted, Partially Approved, Approved, Print Pending, or Delivered. You can edit submitted and auto-approved payments any time. You can't edit payments that are partially approved by someone else. No one can edit payments that are fully approved, print pending, or delivered.

Edit a reimbursement request

If you need to make extensive changes to a request, such as amount to pay and credit to apply, you may need to delete the payment request, make necessary changes to the reimbursement, and resubmit the reimbursement for payment.

1. Go to Expenses > All > Reimbursements > Pending.

2. Find the reimbursement and select Edit.

3. Make your changes.

4. Select Save.

Remove a reimbursement from a payment request

One reimbursement must always be selected in a request before you can save the request. After you save, Intacct removes the cleared reimbursements from the request and recalculates the total of the request.

1. Go to Expenses > All > Reimbursements > Pending.

2. Find the reimbursement and select Edit.

3. Deselect the checkboxes of reimbursements that you want to remove.

4. Select Save.

In a multi-entity, multi-currency companies

You can edit and delete payment requests from within the entity that created the request, but not from within subordinate entities.