9.2 Updating Unposted Expense Reports

Purpose:  Use this document as a reference for updating unposted expense reports in ctcLink.

Audience:  Finance staff.

You must have at least one of these local college managed security roles:

  • ZZ Expenses Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

PREREQUISITES: Must have successfully marked and processed an expense report for unposting.

Updating Unposted Expense Reports

Navigation: Travel and Expenses > Manage Accounting > View/Adjust Accounting Entries > Update Unposted Expense Report

  1. The Unposted Expense Report search page displays.
  2. Enter Search Criteria to identify your expense report. Search by:
    • Creation Date.
    • Empl ID.
    • Name.
    • Report Description.
    • Report ID.
    • Report Status.
  3. Select the Search button.
  4. The Unposted Expense Report page displays. Select the Expense Type link text for the line you want to update.
Unposted Expense Report page
  1. The Expense Detail page for the selected line displays.
  2. Select the Update Accounting Detail link text below the line Account Details section.
Expense Detail page
  1. The Accounting Detail page displays.
  2. Update the account distribution for the line as needed.
  3. Select OK.
Accounting Detail page
  1. The Expense Detail page displays.
  2. Select Return to Expense Report.
Expense Detail page
  1. The Unposted Expense Report page displays.
  2. Repeat steps 5 - 12 for any additional lines that need to be updated.
  3. Select Save.
Unposted Expense Report page
  1. The Save Confirmation page displays.
  2. Select OK.
Save Confirmation page
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the link to Updating Unposted Expense Reports. This link will open in a new tab/window.


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