Delete employee expense reimbursement requests

Depending on where you are in the expense reimbursement workflow, you can cancel the reimbursement request and the reimbursement payment. Choose which scenario below fits your needs.

If you want to keep the request, but need to cancel one or more expenses from it, edit the pending reimbursement request.

To cancel a payment request, go to Accounts Payable > All > Payments > Payment requests. A list of requests appears.

Subscription

Time and Expenses
Regional availability

All regions

User type

Business
Permissions

Expenses

  • Pending reimbursements: List, View, Delete

Delete expense reimbursement and request

If you've already generated a payment for a reimbursement, you can still cancel the payment and reimbursement request. Choose the best scenario below for directions on how to proceed.

  1. Go to Expenses > All > Reimbursements > Pending.

  2. Find the pending reimbursement and select Delete.

  3. Select OK.

Reimbursement selected, but no cheque printed yet

In this scenario. you've already selected to pay the expense on the Pay Expenses page. The payment then becomes a reimbursement request on the Pending Reimbursement page. You can then cancel the payment request and make the payment available for selection to reimburse again.

For more information, go to Cancel a pending expense reimbursement.

Reimbursement selected and cheque printed, but reimbursement not yet confirmed

After you've selected expense reports to pay, they become reimbursement requests. You can make an expense report available for selection to pay again by canceling the associated reimbursement request on the Approve Reimbursements page.

  1. On the Print Cheques page, next to the payment, select the checkbox for Confirm or void.
  2. Select Void at the top of the page. This voids the cheque number.
  3. You can then either:
    • Print the cheque again using a new cheque number. Select the Print checkbox next to the payment and enter the Next cheque number field in the Print options section. This is the number of the next cheque in line to be printed.
    • Cancel the payment request by going to the Pending Reimbursements page. Do this if you need to make a correction, for example, pay from a different bank account, or pay with another payment method. After you cancel the request, select the AP purchase invoice to pay again and print. The cheque will print using the Next cheque number entered in the Print options section.