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Change an expense claim

Goal

Know what can change after a claim is saved.

Who it is for

expense_claim.manage.

What you can change

There is no claim update API. After create:

  • DraftApprove (posts GL, assigns EXP number).
  • ApprovedReimburse (requires bank account).
  • Payers can be archived separately; do not expect to rewrite claim lines in place.

What you cannot change

  • Editing draft line amounts after save.
  • Approving twice or reimbursing a draft (expenseClaimNotDraft / expenseClaimNotApproved).

BlueMatrix Help — product documentation for tenants