Enhanced interface

Delete an expense report

How you delete an expense report depends on the report and its status. For example, deleting an expense report after it's been approved requires an extra step before it can be deleted.

The way you delete an expense report, if you can delete it at all, depends on the state of the expense report and whether your company is set up with expense report approvals.

Delete a submitted or approved expense report

Prerequisites	To delete an expense report requires that the configuration setting Enable reversal of unpaid expenses in Expenses is not checked. If this feature is enabled, only reversing an expense report is allowed.
Subscription	Time and Expenses
Regional availability	All regions
User type	Business
Permissions	Expenses Expense summaries: List, View, Delete

You can delete an expense report that has already been submitted but not approved. If the expense report has already been approved and the reimbursement issued, you can't delete the expense report, but you can create an offset expense and invoice the employee.

Go to Expenses > All > Expense subledger > Summaries.
Find the expense report that you want to delete.
Select More actions > Delete at the end of the row.
Select Delete to confirm.

Go to Expenses > All > Expense subledger > Summaries.
Find the expense summary and select Delete.

This method deletes the entire expense report. To delete individual line items on an expense report, use the procedure in Approve or decline a line item.

Auto-approved expense reports

If your company is not set up with an approval process, expense reports are auto-approved. Only the person who approved the expense report can decline it. After the expense report is approved, you can edit, delete, or reverse it.

Without an approval process, expense reports are auto-approved.

After approval, you can edit, delete, or reverse the report in Staff expenses. My expenses only allow edits to draft. Use an offset for the expense as a work-around.

Create an expense adjustment (offset)

Sometimes an employee is paid for an expense report that should not have been paid. This can happen when the company hasn't set up an approval system or an expense report was approved and paid but later needs to be undone. If this happens, create an expense adjustment to offset the difference.

For more information, go to Add expense adjustments to correct the employee expense report. After, you can view the adjustment in the Expense Ledger report.