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Delete an expense report, expense or mileage allowance

Was an expense report created by mistake, or should it not be used? As an administrator, you can delete expense reports, single expenses and mileage allowances, as long as the expense report is pending or denied.

๐Ÿ” What can be deleted?

Status of the expense report Can it be deleted?
Pending โœ… Yes
Denied โœ… Yes
Submitted, audited, authorized or later โŒ No, deny it first
What Can it be deleted?
Expense report or travel expense report โœ… Yes
Single expense โœ… Yes
Mileage allowance โœ… Yes
Imported card transaction (should not be deleted) โŒ No

โš ๏ธ A deleted expense report cannot be restored, neither by an administrator nor by support.

๐Ÿ‘‰ Applies to: administrators. Deleting is done on the web, not in the app.

๐Ÿ—‘๏ธ Step 1 โ€“ Delete an expense report or travel expense report

  1. Go to Accounting > List All.
  2. Open the expense report or travel expense report.
  3. Go to the Accounting tab.
  4. Click Delete and confirm.

โœ… The expense report is deleted.

๐Ÿงพ Step 2 โ€“ Delete a single expense or mileage allowance

You do not need to delete the whole expense report to remove one row.

  1. Open the expense report and go to the Accounting tab.
  2. Click the expense or the trip you want to remove. For an expense, you can click the merchant, the amount or the city.
  3. Click Delete.

๐Ÿ’ณ Card transactions should not be deleted

Imported card transactions must match the card invoice from the bank. They should therefore be accounted for and handled according to your company's routines, not deleted.

โ“ Frequently asked questions (FAQ)

Can a deleted expense report be restored?
No.

Why is the Delete button not showing?
The expense report probably has the wrong status. It must be pending or denied.

How do I delete a submitted expense report?
Deny it first. Then it can be deleted.

Can I delete in the app?
No, deleting is done on the web.

โœ… Summary

  • ๐Ÿ—‘๏ธ Only expense reports that are pending or denied can be deleted
  • ๐Ÿงพ Single expenses and mileage allowances can be deleted separately on the Accounting tab
  • ๐Ÿ’ณ Card transactions should not be deleted
  • โš ๏ธ Deleting cannot be undone

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