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
App7.3 customers to install KB4462581
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.