Undoing Approval to Correct an Entry

Undo Approval returns eligible approved work to review so it can be corrected.

Requirements

You need both Edit Expenses and Approve Expenses. At least one row must be Approved, every row in the opened group must be Approved or Awaiting Review, and no row may be paid or linked to an invoice or payment slip.

Correct an approved submission

Open the entry details and inspect the included rows.
Choose Undo Approval when available.
Confirm that the approved rows return to Awaiting Review.
Use Edit to make the correction, then Save Changes.
Have the corrected submission reviewed again before billing or staff payment.

When the action is unavailable

An invoice link, payment slip, payment, mixed ineligible status, or missing permission can prevent Undo Approval. Resolve the associated invoice or staff payment workflow through an authorized manager. Paying a slip does not unlock its entries for editing. Do not create a negative or duplicate entry merely to bypass a lock without an established correction procedure.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.