Adjusting an Expense Report

As an approver or payer, you can add an adjustment (plus or minus) to an expense report by following these steps:

1. Click the name of an expense report to open it (if not already open).
2. Click the Transactions tab within the expense report (if not already selected). This tab shows all of the line items in the report.
3. Click the Add Adjustment button under the Transactions tab. The Add Adjustment dialog appears. 
4. In the Add Adjustment dialog, enter the following: 
   • Type: Choose an expense type from the drop-down menu.
   • Department: Choose a department from the drop-down menu.
   • Description: Enter a description of the adjustment.
   • +/-: Select from the drop-down menu the subtraction (-) symbol to subtract from the report total, or the addition (+) symbol to add to the report total.
   • Enter the amount to subtract or add.
5. (Optional) Click the checkbox for the option to notify the submitter about the adjustment.
6. Click the Add Adjustment button in the dialog (or Cancel to cancel).