It seems there is no way to undo an approval clicked by mistake so that the transaction goes through the standard flow. I understand if it has been exported that wouldn’t be a good idea, but would like it pre-export.
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Hey Cody! If a transaction has been approved by mistake but hasn’t been exported yet, you can flag it as accidentally approved. This will effectively put it back into the review process.
Go to → ‘Transactions’ under the ‘Expenses’ tab → find the transaction that was accidentally approved → select ‘flag transaction’ → a dialog box will appear where you can enter a note about why you are flagging the transaction even though it was approved (ex: “accidentally approved”).
The cardholder will be notified that the transaction was flagged, but you’ll be able to review & re-approve it after any relevant information is provided. (read more here).
Hope this helps!
Charlotte
Unfortunately given that I am an admin, it does not send it back through the proper review channels, it just re-approves it as final when I clear my own flag.