How do I delete or recall an Expense Report?

What is it?

If you have created an Expense Report that you want to delete, you can do so if it is not submitted into the approval workflow. If you have submitted it for approval, and it is not yet fully approved for payment, you can recall it so you can edit or delete it, if necessary.

Who’s it for?

Anyone who created an Expense Report that they do not want to submit for approval.

How do I do it? 

How do I do it?

1. In Concur, click the Expense tab. The Report Library View displays Active Expense Reports.

2. Click the Expense Report with the status of Not Submitted that you want to delete.

 

3. Click the Delete icon next to the Report Name. The Confirm Delete window appears.

4.  Click the Delete button.

If you have submitted an Expense Report for approval, you can recall it at any point before it is fully approved for payment. After it is recalled, you can edit or delete it.

1.  Click the Expense Report with the status of Submitted that you want to recall.
 

2.  Click the Recall Report button

The Confirm window appears.

3.   Click Yes.