Reclassify an expense report

To update an expense report that is in a Selected, Partially paid, or Paid state, you need to reclassify the transaction. Only authorized users can reclassify a transaction and the option to reclassify must be enabled for your company.

Only some fields can be edited when you reclassify a transaction. For example, you can change the account and location dimension for a line item, but you cannot change the amount or add and remove line items.

Subscription

Time and Expenses
Regional availability

All regions

User type

Business
Permissions

Expenses

  • Expense summaries: List expenses, View expense, Edit expense, Reclass expense

  1. Go to Expenses > All > Expenses > Staff expenses.

  2. Find the expense report that you want to reclassify.

    The expense report state must be Selected, Partially paid, or Paid.

  3. Select More actions > Edit at the end of the row.

  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.

    • Expense type, while the expense is in a Selected state only
    • Amount
    • Paid to, Paid for, and Date
    • Dimensions, such as Department and Location
    • Attachment, Reason for expense, and Memo fields
    You must provide a Reclassification reason when reclassifying an expense.

  6. Select Post.

  1. Go to Expenses > All > Expenses > Staff expenses.

  2. Find the expense report that you want to reclassify.

    The expense report state must be Selected, Partially paid, or Paid.

  3. Select Edit.

  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.

    • Expense type, while the expense is in a Selected state only
    • Amount
    • Paid to, Paid for, and Date
    • Dimensions, such as Department and Location
    • Attachment, Reason for expense, and Memo fields
    You must provide a Reclassification reason when reclassifying an expense.

  6. Select Post.