Delete or void an expense claim

You can delete or void an expense claim depending on the status of the claim. Only some user roles 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.

Unsubmitted claims

  1. In the Accounts menu, select Expense Claims.
  2. Click the Current Claim tab.
  3. For claims that haven't been submitted, select the checkbox next to the claim, then click Delete.

    Image showing the delete button on the current claim tab.

  4. Click OK to confirm.

Claims awaiting approval

  1. In the Accounts menu, select Expense Claims.
  2. Click the Awaiting Authorization tab.
  3. For claims awaiting authorization, click on the expense claim you'd like to delete, then click Delete Expense Claim.

    Image showing the delete button in an expense claim.

  4. Click Yes to confirm.

Void an expense claim

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

  1. In the Accounts menu, select Expense Claims.
  2. Click 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.

    Image showing the void button in an expense claim.

  5. Click Yes to confirm.

Voided claims show on the Archive tab.

If you need to void a paid expense claim, you'll need to delete the recorded payment from the bank account the claim was paid from, then void the claim.