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One of our users has an approved report from last year still showing up in their app. It does have an alert because they accidently chose personal expense. This report was approved but still shows up when looking at open reports even though it shows the report was submitted. How do I delete this from open reports?
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@C8H10N4O2 I'm looking at your batches and it appears that the batch this report is sitting is isn't closed yet. See my screenshot. I think if you close this batch, the report will eventually move to Paid and therefore disappear from the Open Reports for the user. You have reports in this batch that are anywhere from two months to about 7 or 8 months old.
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@C8H10N4O2 what does the current status of the report say? You say is still appears in the app. Is the report showing up in their Open Reports on the desktop version as well?
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When I switch over and act as proxy for them, it is showing up when I click on Open reports, even though it shows submitted. The user said it shows up when they click on expenses. The report is from last year and has been approved and that batch has been closed. I would like to remove it from the Active Reports list if possible. It was submitted as a personal expense (they weren't sure why the credit was there). Not sure if the photo will help.
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@C8H10N4O2 was payment sent to the credit card company to cover the card transactions? From the Payment Details, it says the payment was released, but not yet sent. This was back in December.
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@C8H10N4O2 I'm looking at your batches and it appears that the batch this report is sitting is isn't closed yet. See my screenshot. I think if you close this batch, the report will eventually move to Paid and therefore disappear from the Open Reports for the user. You have reports in this batch that are anywhere from two months to about 7 or 8 months old.
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Okay. I have only just recently took over this position and was told not to worry about that batch. I will close it and see if it takes care of the issue. I was wondering about that. Thank you!
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Thank you. I closed that batch and it seems to have solved the issue. I had no idea these expenses were being pushed there. Thanks again.