Reopening an Expense Period

With the Can close/reopen Expense Report period security permission, authorized users can manage expense periods as needed, allowing for adjustments and updates to expense data even after a period has initially been closed.

This article details reopening a Expense Report period from the Expense Manager page.

Note: By default, the Can close/reopen Expense Report period security permission is enabled for the Administrator security profile. If this responsibility needs to be assigned to a different security profile, you must manually enable the permission for that profile first. For further details refer to Granting the right to close/reopen Expense Report periods.

  1. Access the Expense Manager page. Click here to view the article on accessing the Expense Manager page.
  2. Click the Filter button and select Period Closed. The page will refresh showing you only Expense Reports that are in a closed period.

    Note: Period Closed is displayed within the Actions column against Expense Reports that are closed.

  3. Click the Close/Open Period button.
  4. Upon the Close/Reopen Period dialog box displaying:
    1. Select a theStart and End Dates of the closed period.
    2. Click the Workflow selection list and choose a Workflow.

  5. Click Reopen Period.
  6. Upon the confirmation message displaying, click Yes.
  7. Upon returning to the Close/Reopen Period dialog box click the Close button to return to the Expense Manager page.

  8. The Period is now Open and you can Action on the Expense Reports within the Expense Manager page.

    Note: Upon returning to the Expense Manager page note that the Filter is still applied (denoted by a blue background color). If required, clear this Filter option and choose In Progress instead. The page will refresh and display all Expense Reports that are In Progrss.