Can an Administrator Change the Accounting in a Submitted or Approved Report?

As an administrator, you can change the accounting even after a report has been submitted or approved.

Users without an accounting background may sometimes make errors in their reports. Fortunately, administrators have the authority to adjust or redo the accounting as needed. As an administrator, you can change the accounting even after a report has been submitted or approved.

Steps to Change the Accounting

1. Open the Report:

   • Go to Reports > List All and select the report you need to change.

2. Open the Relevant Purchase:

   • Click on the purchase you want to edit in the report.

3. Delete the Current Accounting:

   • Click the Delete Accounting button. This will remove the existing accounting for that purchase, allowing you to start over.

4. Rebook for the User:

   • Make the necessary changes, such as changing accounts or internal accounts.

5. Save the Changes:

   • Once you are done with the adjustments, click Save to update the accounting.

Handling Representations

If the purchase is related to a representation, follow the same steps as above. However, there is one important aspect to consider:

• Copy Participant Information:
  • When you click Delete Accounting for a representation, the details about participants, companies, and purpose will be deleted. Therefore, it is essential to copy this information before removing the accounting, so it can be easily restored when you rebook.

By following these steps, administrators can easily correct any accounting errors and ensure that the reports are accurate and compliant with relevant guidelines.