We have introduced a new Request Changes button to streamline the expense review process. This feature allows reviewers to request modifications to an expense submission without rejecting it outright, making the approval workflow more efficient.

How It Works

1. Reviewing an Expense

When reviewing an expense, you may come across an issue that requires clarification or correction. Instead of rejecting the expense, you can now request changes directly from the submitter.

2. Requesting Changes

To request changes, follow these steps:

1. Open the expense submission that requires modification
2. Click on the Request Changes button
3. Enter a detailed explanation of the required changes in the provided text field
4. Submit the request

3. Submitter Notification

Once the request is submitted:

• The submitter will receive an email notification with clear instructions on what needs to be updated.
• They can review the requested changes and make the necessary updates to the original expense.

4. Resubmitting the Expense

The submitter can edit the expense and resubmit it for approval without needing to start from scratch. This ensures a smoother and faster approval process.

Benefits of the Request Changes Feature

• Improved efficiency: Eliminates the need for complete resubmission in case of minor adjustments.
• Clear communication: Submitters receive specific instructions on what to modify.
• Faster approvals: Reduces back-and-forth by allowing direct updates to expenses.