🌐 Web | Admin with Workflow Designer and Company settings permissions
By default, Finance users cannot edit trips or add additional expenses to a trip in review. To perform these tasks, they must send the trip back to the submitter and then resubmit the trip for approval again.
However, in the Compliance settings you can choose to give them additional permissions to add additional expenses to trips and edit trips.
If you choose these options, you need to adjust your expense workflow to handle this scenario correctly. Otherwise, if a finance user edits the trip by editing trip data or adding new expenses, Yokoy automatically returns the trip status to Draft status and the entire trip must be resubmitted and approved.
You can skip this by setting up your expense workflow to include a path from the Draft status to the In review status with the action Submit by Finance user.
