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How can I send back an expense report if it needs revision?

Send an incorrect expense report back to the submitter with a few clicks using the web or mobile app.

Yokoy Team avatar
Written by Yokoy Team
Updated over 2 months ago

The content of this article applies to both our mobile app and our web app.

On Mobile App

Mobile_Manager_NeedRevision.gif

On Web App

Web_Manager_NeedRevision.gif

Go to My tasks in the Approvals tab or to the Manager / Approval page to find all expense reports which need to be approved grouped by cost center and user.

Click on any item to open the full expense report.

Click on Send back if you want to send back the report for clarification. A reason for sending back expense reports is always required. This clarification is important for the submitter to know what he/she has to change before he/she can resubmit the expense.

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