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Remove an expense from an Expense Report

How to unassign an expense from an Expense Report.

Written by Marie-H

You can unassign an expense if you've assigned it to the wrong report, or if you need to delete the expense or move it to another folder.

📎NOTE: If you've submitted the expense report already, you can either reopen it or ask the approver to reject it so that you can reopen it.

You have two options to remove the expense from the Expense Report:

Within the Expense Report tab

  1. Access the Reports tab in the Expense Report folder.

  2. Click View to open the report that the expense is assigned to.

  3. Click the rubbish bin icon next to the expense you want to remove.

  4. Click Remove Expense to confirm.

📎NOTE: This will only remove the expense from the report. The expense will still be available in the Expenses tab.

Within the Expenses tab

  1. Access the Expenses tab in the Expense Report folder.

  2. Click the Expenses report column beside the expense.

  3. Click the empty space at the top to unassign it.

    Alternatively, you can assign it to another report.
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Next steps

Once you've unassigned an expense from a report, you can:

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