Peakflo users with Admin role can edit minor details, i.e., fields under "Additional Information" when the expense report is in scheduled stage.
Follow the steps below to edit minor details of the expense report in scheduled stage:
1. Go to "Expense Reports" from the side bar and locate the scheduled expense report you want to edit.
2. Click on the expense report and a pop-up will appear. From the upper right corner of the pop-up click the "three-dot" button.
3. Now click on the "Edit Minor Details" option.
4. The expense report window will open. Scroll to the "Additional Information" section and make the necessary changes.
All the other section except for "Additional Information" section cannot be edited.
To make changed to the other section first return the expense report in draft stage. To do so, follow step 1 and 2 then click the "Return to Draft" option.
🔍 Check out this article to learn more about how to edit the expense report.
5. If you also want to edit the minor details, i.e., the Additional information on the expense, the click on the "Expense" tab.
6. Then click on "Edit/ View Expense" option.
7. The Expense window will open. Scroll to the "Additional Information" section and make the necessary changes.
8. Now click on "Save" to close the Expense window and return to the Expense Report window.
If you have multiple expense linked to the expense report and want to edit the minor details for each of the expenses, then follow the steps 6 through 8 to edit minor details of each expenses.
9. Finally, click on "Save" to update all the minor details in the scheduled expense report.
