Delete or void an expense claim

You can delete or void an expense claim depending on the status of the claim.

Your user role determines if you can delete or void expense claims.

Delete an expense claim

If you haven't submitted the expense claim for approval or if it's awaiting approval, you can delete it.

  1. Go to Account, then click Expense Claims.
  2. Click on the Current Claim tab or Awaiting Authorisation tab (depending on its status).
  3. For claims that haven't been submitted, select the checkbox next to the claim, then click Delete.

    For claims awaiting authorisation, click on the expense claim you'd like to delete, then click Delete Expense Claim.

Void an expense claim

If an expense claim is awaiting payment, you can void it.

  1. Go to Account, then click Expense Claims.
  2. Click on the Awaiting Payment tab or Archive tab (depending on the status of the claim).
  3. Click the expense claim you'd like to void.
  4. Click Void Expense Claim.
If you need to void a paid expense claim, you'll need to delete the payment from the bank account the claim was paid from, then void the claim.

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