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Question

Expense Claims - Hold and Release no longer available

  • April 21, 2026
  • 4 replies
  • 29 views

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Has the functionality of the Expense Claim screen changed?  Our accounting admin was previously able to place another user’s expense claim on Hold and/or Release it all right from the expense claim screen.  But now it seems that only the creator, claimer, or a delegate can place it on hold.  And the release button has disappeared.

Has anyone else seen this change?  She has admin permissions and she is above everyone in the company tree. But she still is unable to correct or release a claim from the claim screen.  She can only release it from the “Release Expense Claim” screen which is time consuming to and difficult to flip back and forth.

4 replies

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  • Varsity I
  • April 22, 2026

Hi ​@bruno71 

 

Kindly confirm if she has “Delete” access right on her role.

 

Check also if the access rights for “Hold” and “Release” actions are inherited correctly or it needs to set to “Delete”.

 


Manikanta Dhulipudi
Captain II
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@bruno71 Did we recently upgrade to 25r2>


Manikanta Dhulipudi
Captain II
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@bruno71I just verified the 25r2 instance and able to see the same functionality, seems to be the permissions issues.


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  • Author
  • Freshman II
  • April 22, 2026

She has ‘Delete’ permissions as an Administrator on the Expense Claim screen.  I specifically set ‘Delete’ permission for the Expense Claim record type underneath the screen.  The Release permissions were inherited from that.  However, our baseline user group had the specific permission for the Release button set to Revoked.  I had to specifically set the Administrator permission to ‘Edit’ for the Release function under the Expense Claim record type.

However, this did not work for the Hold function.  According to the help documentation, only the creator, the claimer, or a delegate can place the Expense Claim on Hold.  I specifically gave the Administrator ‘Edit’ permission for the Hold function under the Expense Claim record type, but it still does not allow her to place another user’s claim on hold.