Once an expense report has been approved, the last step of the process is to mark it as closed. Usually, expense reports are closed after monthly reconciliation is complete.
To close an approved expense report, select the Expense reports tab in the left side panel. Then select the All business reports page in the drop-down.
Select the Approved section for a list of approved reports.
Use the checkboxes to select the expense reports you’d like to close. Select the Mark as closed button to close the report.
In the Mark as closed pop-up box, confirm the action by selecting the Mark as closed button.
Note: Once closed, the status of expense reports can’t change. Closing an expense report is a permanent action.
View all closed reports in the Closed section of the All business reports page.
If you need further assistance with closing expense reports, contact our support team at support@capitalone-fylehq.com.