Editing and Resubmitting a Sent Back Expense Report

First, log into the UGA Financial Management System. 

On the UGA Financial Management System Employee Self Service homepage, click the Expenses tile.

Click the My Expense Reports tile.

The My Expense Reports page is displayed.

To filter your Expense Reports to only display expense reports that have been returned, click the Returned menu link.

The list is filtered to only show returned Expense Reports. To view the details and make edits, click the appropriate Expense Report.

Example shown here: the Expense Report for conference-related travel.

To review and/or edit the header information, click the General Information button.

Click the Out-of-State Travel option.

If your Expense Manager noticed an error in your documented ChartFields, click the Accounting Defaults button.

Note: Editing the information at the header level will unfortunately not change the accounting information for expense lines already on the report. You will need to change those lines individually.

The Expense Report Defaults window is displayed. From here, you can make any necessary changes to the chartstring.

When your edits are complete, click the Done button.

To review and/or edit the expense lines, click the Update Details button.

You can edit the amount of that expense line by entering appropriate information into the Amount field.  

For this example, we are changing the wrong amount of $140 to match the receipt amount of $160. Clear the Amount field and then enter 160 .

If you need to attach a required receipt or delete an existing receipt to replace it with the correct receipt, click the Attach Receipt (Required) button.

The Attachments window is displayed. To delete an attachment, click the Edit button.

For this example, the expense line is for a car rental, but the receipt is for air travel. The wrong receipt was attached and needs to be replaced.

Select the appropriate receipt by clicking in the corresponding checkbox.

For this example, click the checkbox next to the Car receipt .

With the attachment selected, click the Delete button.

You will be asked to confirm your action. To confirm, click the Yes button.

If you need to update the accounting information for the selected expense line, click the Accounting button.

To save your changes, click the Save button.

When you have finished your edits, click the Review and Submit button.

Click the Submit button.

Read the certification message. When complete, click the Submit button to certify and submit your edited expense report.

You are returned to the My Expense Reports page and a green banner will display at the top of the screen letting you know that the expense report has been successfully submitted.