Skip to content
Dynamics 365 Blog

How to reset approved expense report document back to draft status in Dynamics 365 for Finance and Operations

New functionality is added to provide the ability to reset approved expense report document back to draft status.

This is available in App8.0+ version. There was a hotfix for App7.2 and App7.3. Here is the recommendation for different versions:

App7.2 customers to install KB4462583

https://fix.lcs.dynamics.com/Issue/Details?kb=4462583&bugId=242339&qc=f4bd88056d3bf176b2b3c366d282b73fd6e3e0bb00c7b3e0b86ab96096b89cde

App7.3 customers to install KB4462581

https://fix.lcs.dynamics.com/Issue/Details?kb=4462581&bugId=242340&qc=cc0e073c673649b61ece3c6c04146ef87125e8326502f9754751a6dfe16ffc69

Go to Expense management > Periodic tasks > Reset expense document status.

Select the expense report(s) that are stuck and click on “Update to draft” button.

Once the operation is completed, go to the expense report(s) and validate the status to be draft.

 

We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!