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gbpriorg
Occasional Member - Level 1

How to delete a receipt from an expense?

How do I remove a receipt from an expense please? I have followed all the help topics but I do not have a detach option anywhere.

1 Solution
Solution
DeanR
Frequent Member - Level 1

The expense first needs to be moved from a report into Available Expenses before you get the detach option.  It also depends on the Source for the expense e.g. if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the expense information.

 

Also, if expense items have been combined then you need to separate them first before detaching receipts. 

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5 REPLIES 5
Vijarchana
Occasional Member - Level 3

Hi,

You can click on the receipt and click on the delete/detach option.

I hope that helps you

gbpriorg
Occasional Member - Level 1

Thanks for feedback, but I do not have a detach/delete option anywhere.

Solution
DeanR
Frequent Member - Level 1

The expense first needs to be moved from a report into Available Expenses before you get the detach option.  It also depends on the Source for the expense e.g. if the Source is ExpenseIt then I think you only have the option to delete the Expense; you can't detach the receipt as it's intrinsically linked to the expense information.

 

Also, if expense items have been combined then you need to separate them first before detaching receipts. 

DeanR
Frequent Member - Level 1

@gbpriorg 

Just to add that the behaviour/options for managing receipts in the new UI depends on a number of factors:

- the Source of the expense

- whether it is on a report or in Available Expenses

- whether multiple expense items have been combined into one e.g. Mobile entry combined with a credit card transaction

 

If you can add screenshots to your question (redacting any sensitive information) it will be much easier for other Community users to assist.

gbpriorg
Occasional Member - Level 1

Thank you Dean R, now sorted. I had to remove from the original expense then separate and delete the mobile expense, then re-add to the SAP expense and added a new receipt......Bit long winded but got there 👍