Recalling Vs. Returning

What is the difference between “Recalling” vs. “Returning” a report?

Recall:

1. Recalling a report can be done by the expense owner or their delegate. It can also be done by any EBO Approver. The report can be recalled as long as it is in the “Pending Approval” status (meaning it has not been approved at the final approval step).
2. Recalling a report returns it to the Drafts que.
3. Recalling a report allows more fields to be edited (i.e. the dates of travel, purpose of trip, country/state/city).
4. Recalling reports allow the user/delegate to add or delete expense lines.
5. Recalling a report is also necessary when a report is approved by the EBO group with the Default Allocation still in place.
1. This will allow the report to route through the approval steps it would have missed originally.

Return:

1. A report can be returned only by the approver who has the report in their Approval que at the time.
2. Returned reports will go back into the expense owner’s Returned que
3. Returned reports do not allow the cover page information to be edited (i.e. dates of travel, purpose of trip, country/state/city)
4. Returned reports do not allow the user/delegate to add or delete expense lines
5. Returned reports will not restart the routing process if the default allocation was still in place after the EBO approval step

 

PCPS strongly encourages you to review the MyExpenses training information (videos, pdfs, and FAQ’s), which can be found here.

 

If you have any questions about MyExpenses, please contact pcps@mail.wvu.edu.