No option to remove or delete a receipt from an expense

[sheila_bengtson]

I attached a receipt to an expense on the mobile app.  I would like to remove it (now using desktop app) but there is no option to remove / delete; only add.

[DeanR · Accepted solution]

Are you able to attach a screenshot of the receipt image and available options?  This is how it looks for me when I open the receipt image from Available Expenses for an ExpenseIt item.

Note: if the ExpenseIt item has already been matched to a corporate card transaction then you'll need to separate them first. 

[DeanR]

Is the expense in a report, or in Available Expenses?  If in a report, have you tried moving it to Available Expenses?

The behaviour will also depend on whether or not your company has ExpenseIt or not.

[sheila_bengtson]

Thank you.  It’s in an expense report.  I did remove the expense from the report and it went back to available expenses.  However, when I  moved it back into the report, the receipt was still attached to it.

We do have ExpenseIt.

Please let me know if you have other ideas.

Thanks!

[DeanR]

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[DeanR]

When it is in Available Expenses, if you click on the receipt image it should have Remove and Add as the options.

[sheila_bengtson]

The only option is "Open".  Remove and Add are not shown as options.  Thanks

[DeanR · Accepted solution]

Are you able to attach a screenshot of the receipt image and available options?  This is how it looks for me when I open the receipt image from Available Expenses for an ExpenseIt item.

Note: if the ExpenseIt item has already been matched to a corporate card transaction then you'll need to separate them first. 

[sheila_bengtson]

I figured out how to separate the ExpenseIt item from the matched corporate card transaction, and that's what I needed.  Thanks!

[MargaretP]

Hi can you let me know how you separated the receipt from the card transaction please

[KevinD · Accepted solution]

@sheila_bengtson receipts uploaded via the mobile app can only be deleted from within the mobile app. They cannot be deleted using the Desktop version.

[crazytap]

For those of us who are managing the expenses with the employees, this isn't a real helpful thing. If the employee accidentally attaches the receipt to a transaction in their app, then I have to try and figure out how to separate it in a cumbersome way. Not really liking this update to Concur. It is much more time consuming for us Admin people trying to finish out reports for end of month.

[crazytap]

That is really an inconvenient option for us Administrators trying to finalize our reports and the employee has attached the receipt to the wrong transaction. I have to take a screenshot or download the wrong receipt to attach to the correct one and then add a 2nd correct receipt to the original transaction.

[sheila_bengtson]

I honestly don't remember but I think I vaguely recall maybe deleting the receipt in the mobile app (and later adding the receipt back on it's own).