Non-Administrator users in Nexonia can only make changes to expense items if they have the Draft (or Rejected) approval status.
Users with Administrator role access have the ability to reset the approval status of expense items from Submitted or Approved back to Draft.
This can be done from the Expenses page or the Approvals page.
- To reset an entire expense report to Draft:
Locate the expense report > click Action (on the expense report line) > Reset to Draft > OK.
- To reset multiple expense reports to Draft:
Use the checkboxes on the left to select multiple expense reports > click Action (button along the top of the page) > Reset to Draft > OK.
- To reset an individual expense item to Draft:
Open an expense report > locate the item you wish to reset > click Action (on the expense item line) > Reset to Draft > OK.
- To reset multiple expense items within a report to Draft:
Open an expense report > use the checkboxes on the left to select multiple expense items > click More (button) > Reset to Draft > OK.