Correcting Expense Reports

Tip:

For correcting a record type on an expense report, we recommend you don't add the Record Type field to the Expense Report Editable Columns field set. Instead, add the Record Type field to the Expense Report Layout. Additionally, see the Salesforce online help for more information about creating record types and adding them to user profiles.

To make a correction on an expense reportClosed A mechanism for charging expenses incurred to a project or an assignment. outside the normal approval process:

  1. Display the expense report that you want to correct. You can do this by locating the expense report on the Expense Report related list on the Project page or you can search for it on the Expense Reports tab.
  2. [Optional] To edit the record type, click the Change link next to the record type and edit the value. Click Continue and then Save.
  3. Click Admin Edit.
  4. Make the changes you want as described in Expense and Expense Report Fields.
  5. Click Save.