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Introduction

If you submitted an expense report and need to make changes, for example, to add a missing expense, correct an amount, or update the business purpose, you can recall the report. Recalling a report withdraws it from the approval queue and returns it to Draft status so you can edit it freely before resubmitting.

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When to Recall

Common reasons to recall a report:
  • You forgot to include an expense
  • An expense has an incorrect amount or category
  • You need to add or update the business purpose
  • You accidentally submitted before the report was ready
  • You need to remove an expense that does not belong

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Recall a Submitted Report

1

Open the Submitted Report

Navigate to My Expense Reports in the sidebar and click on the report you want to recall. The report must be in Submitted status.
2

Click Recall

Click the Recall button at the top of the report detail page. This button is only visible on reports with Submitted status.
3

Confirm the Recall

A confirmation dialog appears asking you to confirm. Click Confirm to proceed. The report is withdrawn from the approval queue.
4

Report Returns to Draft Status

The report status changes back to Draft. You can now:
  • Add or remove expenses
  • Edit expense details
  • Update the report title, description, or date range
  • Fix any issues that prompted the recall
5

Re-submit When Ready

After making your changes, follow the Submit a Report guide to submit the report again.

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Important Limitations

You can only recall a report while it is in Submitted status. Once an approver has moved it to Under Review, Approved, or Rejected, the recall option is no longer available.
If your report has already been approved and you need to make changes, contact your manager or administrator directly. They may be able to reopen the report or create a new one. If your report was rejected, it automatically returns to you for corrections and does not need to be recalled. You can edit it directly and resubmit.

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Recall Status Timeline

The report’s timeline tracks every recall and resubmission, so your approver can see the full history of changes.

Submit a Report

Re-submit your report after making changes

Add Expenses

Add missing expenses to your recalled report

Expense Reports Overview

Understand the full report lifecycle

Approval Workflows

Learn how the approval process works