Edit Reports
Edit Reports
If you submitted a report too early or need to make changes, you can edit it by retracting the report using Retract. This returns the report to the Draft state so you can update expenses, receipts, or details before submitting again.
If you want to edit an expense on a report, learn how to edit expenses.
Who can retract a report
- All members: Can retract their own Outstanding and Done reports.
- Current approver: Can retract Outstanding reports pending their approval.
- Workspace Admin: Can retract any Outstanding or Done report on the Workspace.
Note: Approved reports can’t be retracted, they must be unapproved first. Learn how to unapprove a report.
How to retract a report
- In the navigation tabs (on the left on web, on the bottom on mobile) go to Spend > Reports.
- Open the Outstanding or Done report you want to retract.
- Choose More.
- Select Retract.
What happens after you retract a report
- The report status will change to Draft.
- A Retracted message appears in the report activity.
- You can update, add, remove, or move expenses.
- You can resubmit the report when ready.
FAQ
Why can’t I retract a report?
You can’t retract a report that is already Approved or Paid. To make changes to an Approved report, the report will need to be unapproved first. Paid reports can’t be retracted.
What happens if I retract and edit a report after it’s exported to an accounting system?
You’ll see a warning before retracting. Retracting may cause data mismatches, and any changes made after retraction won’t sync to the accounting system. You’ll need to manually reconcile those updates.
When should I retract a report?
Retracting a report is useful when:
- You submitted a report too early
- Expenses were added by mistake
- Additional receipts or notes are needed
- You want to move expenses to a different report or create a new report
