- changing department on an approved order
- changing location on an approved order
- changing department on an approved expense
- changing location on an approved expense
- changing account code on an approved order
- changing account code on approved expense
- account code correction
Head into Settings
Select Account Code Correction under the Finance settings.
Locate the intended item and select the button on the far right of the item.
Make the appropriate changes within the drop-down options shown:
Select the blue Save Changes button.
- Only a user with access to Settings & Finance will be able to complete the steps listed below.
- Please note that the item must be approved in order to change the Location or Department after the request is submitted. You must either approve the order and follow the steps below, or cancel the order and have it resubmitted under the appropriate Location and Department.
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!