Editing/Changing an Expense Report
This article explains how to edit/change an expense report in MyDay. Please reference Create and Submit an Expense Report to create an expense report in MyDay.
Edit Draft Expense Reports
- Click the Global Navigation Menu icon in the top left corner.
- Click Expense Hub under the Personal tab
- Under Actions, click Expense Transactions on the left-hand side of the screen and select Edit My Expense Transactions. The system allows you to edit a report when it is in a draft state.
- A menu will appear on the next screen with a list of your expense reports in a draft status. Click on the prompt to select the expense report you would like to make updates to and click OK.
- You will then be able to make edits to the expense report on the following screen.
Edit Submitted Expense Reports
- Click the Global Navigation Menu icon in the top left corner.
- Under Personal Click Expense Hub
- Under Expense Transactions, select Edit My Expense Transactions to see a list of your submitted expense reports (not drafts).
- Use the prompt icon to fill out the Expense Report Status field and any specific date parameters. Click OK.
- Hover to the right of the magnifying glass icon in the Expense Report column to reveal an orange ellipsis icon. Click the icon to reveal a drop down menu of options.
- The Actions menu will open. Hover over Expense Report and click Edit.
- Make your corrections to the report and click Submit again. The report will be sent back to all approvers. It is best to add comments into the report when you return it for others to know what changes were made to the report.
