Adjust a Booked Transaction – For Approvers

As an authorized approver, you have the option to adjust a booked transaction if needed before approving the report.

Steps to Adjust a Booked Transaction

1. Open the Expense app:

   • Go to To Review to see reports awaiting your review.

2. Open the report:

   • Select a report from the list to view its details.

3. Review and adjust the transaction:

   • If it’s a receipt, click on the transaction to view the accounting details.
   • To return to the overview, click the X icon.

4. Delete and adjust the booking:

   • Click the three dots and select Delete booking if you need to redo the transaction.
   • Re-book the transaction according to internal guidelines:
     • Select the appropriate account, or go to Purchases for quick options.
     • Ensure the VAT amount is correct.
   • Click Save when done.

5. Register representation (if applicable):

   • For transactions involving representation, choose the correct template during the booking step and enter the following details:
     • Number of participants
     • Names of participants
     • Purpose of the representation
     • If it’s external representation, specify the external company name.

6. Approve the report:

   • Once all adjustments are complete and everything is correct, approve the report.

Automating Error Messages

To reduce recurring user errors each month, a system can be implemented that generates clear error messages, providing users with specific instructions on adjustments needed. This would streamline the approval process.

These steps help ensure that all booked transactions are accurate before final approval and further processing.