Remove Authorized status on an Expense Sheet before any payment

Hi,

Please have a look at this case

Cancelling authorized expense sheet | IFS Community

Regards,

Karolina

Hi Vishmala,

It depends on the position structure of the employee,

normally the employee (subordinate) adds the expenses and authorized by the supervisor/Manager,

in that kind of scenario, the authorization status cannot be revoked by the employee who added the expenses, but the manager can remove the authorization,

this is the normal functionality in employee and manger self-service.

Best regards,

Kanishka

Hi Kanishka,

That´s something new…..are you really sure that it´s possible to remove authorization on a travel expense? Please send an example of how to do it and also inform from which update this is possible! 

This has been the case before:

When you authorize a travel expense you also create a voucher ( also project transaction, work order transaction if you have that in your solution). It´s not possible to cancel an authorized travel expense. You have to adjust it manually. 

Regards,

Karolina 

Hi @Vishmala ,

Authorized state of the expense sheet cannot be cancelled or reversed. It is the final state of the expense sheet. If you want to do any reversal, that should be handled in other manual ways as explained in the above Community post.

/Lasanthi

@AddKarolA Hello there, we are in IFSCloud and also have this problem. Our scenario is the expense sheet has already been authorized with "Authorized" status but it turned out to be a duplicate. We wanted to either remove authorization or cancel the expense sheet. However, it seems like IFS doesn't give us the option. I have followed your instructions but still no option on the Expense Sheet Details - Admin page. Just wondering if you have more info on this topic. Thank you!

Hi @itsrubym 

Sorry but I don´t understand your question. It´s not possible to remove the authorization:

When you authorize a travel expense you also create a voucher ( also project transaction, work order transaction if you have that in your solution). It´s not possible to cancel an authorized travel expense.

What are you trying to do in Expense Sheet Details - Admin page.?

Regards,

Karolina

Hello @AddKarolA , thank you for your reply. You actually answered my question. 

Thank you for your help :)