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Finance | Project Operations, Human Resources, ...
Suggested Answer

Recalling rejected expense report

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Posted on by 160

Hi All,

Can someone help with this issue?

When we create expense report, we can delegate it to other user to approve/reject the expense report. But suppose my expense report got rejected due it goes back to the owner and not the delegate. Only the owner can again resubmit it. Is there anyway we can assign it to the delegate instead of owner?

I tried to use the delegate option under User options>workflow> delegation

But it is not working. The person I gave delegation rights to is not able to see the rejected expense report

I have the same question (0)
  • Dynamicsuser365 Profile Picture
    160 on at

    Hi Can anyone help?

  • qianwang Profile Picture
    7,168 on at

    Hi Dynamicsuser365,

    You can see all the expense reports by using the ‘Open other user's expenses’ button again.

    Do you want the delegate to be able to resubmit the report? If so, assign the "maintain workflow instance" permission to a specific delegate, and he/she can resubmit the report by reassigning work items to him/herself in the workflow history.

    However, for more standardization, it is recommended that you customize it.

    Regards,

    QianQW

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Dynamicsuser365,

    A 'super' user (sys admin) can go into the workflow history form and manually reassign tasks that have been created by the workflow. Is this a possible workaround for you assuming that the absence and delegation is only temporary e.g. due to holiday/illness, etc.

    Best regards,

    Ludwig

  • Dynamicsuser365 Profile Picture
    160 on at

    Thank you for the response. I think either of this might help for time being.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Dynamicsuser365,

    Cool if one of those solutions/workarounds does the job for you.

    If there is nothing else open then please be so kind and verify the answers.

    Many thanks and best regards,

    Ludwig

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