The Transactions screen allows users to remove or update receipts for expenses that have a status of Denied, Submitted, or Approved. The method varies depending on the status of the expense.
Denied Expenses
Before you can remove or replace a receipt on a denied expense, you must resubmit the expense.
1. Click the Personal tab, then click on Transactions and select Denied.
2. Click More Actions on the desired expense, then click Edit & Resubmit.
More Actions on the desired expense, then click Edit & Resubmit.
3. On the Edit Expense Details pane, click Resubmit. The expense will be moved to the Submitted tab.
4. Now follow the steps for Submitted Expenses, below, to remove or replace receipts.
Submitted Expenses
To replace a receipt, first delete the existing one, then attach the replacement.
1. Click the Personal tab, then click Transactions and select Submitted.
2. Click on the expense for which you need to remove or replace the receipt.
3. If your organization has a receipt-requirement rule, click the blue plus button in the Expense Details pane to attach a replacement receipt before you delete the existing receipt. Otherwise, skip to Step 4.
4. In the Expense Details pane, hover over the thumbnail image that appears above the Progress section and click the Trash button, or click the Trash button that appears on the image viewer.
Trash button, or click the 5. On the Delete Receipt pop-up, click Delete.
6. To replace the deleted receipt, click Upload a Receipt or Browse Receipts on the pop-up.
- You will be able to edit the expense details after uploading a receipt.
If you only needed to delete the receipt, click the X to exit.
Approved Expenses
To replace a receipt, first attach the replacement, then delete the existing receipt.
1. Click the Personal tab, then click Transactions and select Completed.
2. Click on the expense for which you need to replace the receipt.
3. Click the blue plus button in the Expense Details pane to attach a replacement receipt before you delete the existing receipt. In the drop-down, click From Computer or From Gallery to select the replacement receipt.
4. In the Expense Details pane, hover over the thumbnail image of the old receipt and click the Trash button, or click the Trash button that appears on the image viewer when the old receipt is displayed.
5. On the Delete Receipt pop-up, click Delete.