You can change an expense form at any time, but your changes will be effective only for new requests and reports that employees create after you make the changes. So, if an employee retrieves an existing request or report, it will not contain any new categories that you set up for the form after the employee created the request or report.
To change a form
From the JAMIS Administration home page > Setup tab, under Expense Setup, click e-xpense forms. Or, from the top of any JAMIS Administration screen, click Expense Setup > e-xpense Forms. The e-xpense Forms screen appears.
In the Filters section, enter one or more search criteria for the form that you want to change. Your filter choices are: e-xpense form, description, form type, whether pre-authorization is required.
Hints: You can enter partial information in a filter field, such as A to retrieve all forms that begin with A, or %A to retrieve all forms that contain the letter A. You can leave all filter fields blank to retrieve all form records.
Click Retrieve to list form records that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the form that you want to change. JAMIS displays the records in ascending order by form name. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the form that you want to change. JAMIS makes the fields that you can change editable.
Change data for the form as needed.
If necessary, click the appropriate tab to make changes to unallowable data, category selection, report approval information, or request approval information.
Click Save to commit your changes to the form data.
Repeat the appropriate steps as needed to change data for additional forms.
Note that while editing a form, you can click Cancel to undo any changes that you’ve made to the record since the last time you saved.