Cancelling a claim that's already been approved but not paid.

[TomHam]

Please can someone advise how I can cancel a claim that has been approved?  A team member of mine just got a company credit card and paid for a hotel and travel.  However they put in a new claim rather than waiting for the credit card charge to show.  So they are going to be paid the amount into their bank account and the system is now asking him to claim against the credit card charge.  Appreciate any help. Thanks

[KevinD]

@TomHam hello there. This depends...I say that because there are usually more than one approval that happens with reports. If the report has only been approved by this person's manager, then the user can recall the expense claim and make changes. If the report has been approved by the processor, then the user is "stuck". 

If the report is fully approved and is sitting in an open batch AND the setting to allow processors to recall reports from a batch is active, then the Processor can recall the report, then send it back to the employee. If the report is on a batch that has closed, then nothing can be done. 

If you send me a private message with the employee's name, I can look up the report to see where it is in the process and then let you know next steps. To send me a private message, click my username (KevinD). You should then see a Message button. 

[RDomingo]

Hi Kevin, 

 I have the same issue.  I raised a new claim instead of waiting for the credit card transaction to appear.  Is there a way to recall the claim/report and then delete the transaction?

Any help would be greatly appreciated.

Thank you

[KevinD]

@RDomingo you can only recall if the claim isn't fully approved. So, if the status of the claim says anything like; Sent for Payment or Processing Payment, then you cannot recall.