Lawson Expense Management – Re-Routing an Expense Report in XM App

Problem:
An Expense Report needs to be re-routed immediately for someone else to approve ASAP. Follow these steps to quickly solve this issue.

 

Solution:

1. First, log in to Mingle and Open the Infor XM App under the Applications section.

 

2. Go to Admin >> Tools Document Management (note: admin permissions required)

 

3. Next, search your expense report and Edit it:

 

4. At the bottom left, remove any existing users and add the user you want to approve, then click Save at the top right of the screen:

 

The user you add will now see the Expense Report and will be able to process it.