Reverse Expense

[kmarino]

Hello,

How do I handle a charge that was reversed?  The original charge is showing, and now the reversal of charge is showing as well.  How do I get these to cancel each other out?

[KevinD · Accepted solution]

@kmarino add them both to the same expense report. That should do it. 🙂

[kmarino]

Thank you, I will try this!

[caldepao]

Kevin, how can I cancel or edith an approved expense? 

[KevinD]

@caldepao I looked at your reports and all of them are in a Sent for Payment status, so you will not be able to make any changes to the report.

[stakaoka]

Hi, I have the same scenario.

An accidental charge that was immediately reversed....however, both transactions now appear.

I have added both to a separate expense report but unable to submit as an error message appears "credit amounts cannot be submitted as personal expenses" 

I have tried multiple Expense Types with similar results...including Cash Advance Return/ Repayment.

Please advise.

Thx

[KevinD]

@stakaoka The rule causing the red alert is triggered on Entry Submit. This means you need to try and submit the report again to have the condition reevaluated. I went ahead and changed the credit to the Expense Type Other Expense. Go ahead and submit the report.

Let me know if there is an issue.

[stakaoka]

Thanks Kevin,

I had to attach a receipt to the original charge, but not for the reversal charge.

Re-submit was successful.

Thanks again.

[KevinD]

@stakaoka I had a "hunch" it would be successful. 🙂