Updating Unposted Expense Reports
Purpose: Use this document as a reference for updating unposted Expense Reports (ER) 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
- The Unposted Expense Report search page displays. Enter Search Criteria to identify your expense report. Search by:
- Creation Date.
- Empl ID.
- Name.
- Report Description.
- Report ID.
- Report Status.
- Select the Search button.
- The Unposted Expense Report page displays. Select the Expense Type link text for the Expense Line Item you want to update.
- The Expense Detail page for the selected line displays.
- In the Accounting Details section select the Update Accounting Detail link.
- The Accounting Detail for selected expense line page displays. Update the ChartField values or Account Distribution for the line as needed.
- To review and/or update additional expense line(s) select the Previous Expense or Next Expense buttons.
- When complete select the OK button to save changes.
- The Expense Detail page displays. If you are finished updating expense line(s) select the Return to Expense Report link.
From the Expense Detail page, optional to select the Previous Expense and/or Next Expense buttons to review/update additional expense details.
- The Unposted Expense Report Summary page displays.
- Select the Save button to save all changes.
- The Save Confirmation page displays. Select the OK button.
![save confirmation page](https://media.screensteps.com/image_assets/assets/008/676/750/original/e6498d88-5a76-422d-8707-a9c4767928f6.png)
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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