Once valid Receipts are obtained and before they are sent to a Report, the option to modify the information registered within the expense will be enabled.These modifications will be made with the consent and responsibility of the user performing them, and expenses will be classified as “Manual Exception Modification.”
1. Click on the expense you wish to edit.
2. Select the “Edit” icon.
3. Click on the fields you need to modify and enter the required information.
4. By default, a comment will be added at the end of the expense stating “Manual exception updated by userName, date, and time.“
5. Click on the “Save” button.
6. Click on “Continue” to confirm the accuracy and fiscal validity of the data you have recorded.
7. The application will redirect you to the main page, where the modified Expense will be reflected.
8. All modified expenses will be identified with the comment “Manual exception.”
Note: This process can also be performed by a Delegate or Super Delegate. For more information on this configuration, refer to “Expense Delegates” or “SuperDelegates Summary.“
