In general, you can change descriptive information of Time+Expense items anytime (if you have administrator write access) - example: change Project, Activity type pr description.
The approval protects Time (hours) and Expenses (receipt amount) to be changed after it is approved.
So to change submitted or approved reports, you have the following options:
After submitting, but before approval of the T+E Report, just recall the submitted report.
You could also delete the report (often prevented as that loses history).
You can then go to the Timesheet and query the report and update it.
(See the editing options below.)
When done, just submit the report again.
How to Recall in Lightning
In Lightning, go to the Tab / Launcher Item "T&E Reports" and find your report.
In the Report, click on the Related sub-tab and scroll to Approval History
(Your administrator may have moved the related list item to the right column)
The click: Recall
How to Recall in Classic
In the Classic UI, go to the Tab "T&E Reports" and find your report.
Then scroll down to Approval History. There click on the "Recall Approval Request" button.
Recall Approval Setup
To be able to recall a report, make sure that you allow submitters to recall approval requests.
In Step 6 of the Approval Process:
After approval of the T+E Report, you need to be an administrator - go to the report and set the Status field to New and save the record.
See the editing options below.
When done, set the status back to Approved.
You can change reports directly via the related list or via Timesheet (preferred).
Change in Timesheet
You can view submitted reports in the timesheet and also update it, if the report is rejected or set to New.
1) in the timesheet, select the week and click Query records for week
2) if there are T+E Reports for that week, select it from the dropdown and Query records for week again. You will get a message if you can modify the report (or not).
You can now
- modify items
- add items e.g. to charge hours to different projects
- delete items
After you saved the changes, just click Go to Report to re-submit the report for approval.
Change T+E Items directly
In the related list, select the record you want to change.
To change the hours,
change the fields in the Timesheet Details (Day 1/2/3/..)
NOT the Hours field at the top (which is recalculated from the Timesheet Details):
Save the record and either re-submit or set the status to e.g. Approved.
Administrator (Third Party) Changes
If you want to change other people's time records you need two+ levels of access
(a) Field Access
You grant field access via permission sets, e.g.
- Accorto T+E Administrator
- Accorto T+E Administrator (Platform)
(b) Record Access
You can grant record access (i.e. change other people's records) via
1) Permission Set "Accorto T+E Create for All Users"
This gives the View All and Modify All privilege for T+E Item and T+E Report. This is a shortcut - the recommended way in Salesforce is to use Sharing Rules.
2) Sharing Rules
A Popular option is to grant access to (all) records to a Public Group, e.g. Accorto Manager, Accorto Accountant
Then, you just need to add the user to the Public Group
(c) Ability to change the T+E Report Status
Nevertheless, if you want a user also to change the Status of the T+E Report, you also need to overwrite the Read-Only flag of the Layout:
- Administrators by default are not restricted by the Read-Only flag in the Layout
If you need to give a user the ability to change the status without giving the user Salesforce Administrator privileges, you need to
- Create/Copy the default Layout for T+E Report
- Modify the Property of the Status field and de-select the Read-Only flag
- Assign the unrestricted Layout to a Profile
- Assign the User to the Profile