Overriding the RPG on an Expense or Expense Report

Professional Services Cloud

When you set the Override fields on an expense reportClosed using the Expense Admin Edit page, the child expenses inherit the override. Expense transactions only have a single follows rule, therefore the override fields override the RPGCloseds for all underlying expense transactions:

  1. Click Admin Edit.
  2. Select the Admin Global Edit checkbox.
  3. Complete the Override fields on the Expense or Expense Report. See Expense and Expense Report Fields.
  4. Enter some notes about the change in the Audit Notes field.
  5. Click Save.