Expenses Submitted, Approved and Completed will never be deleted when a user account is deleted.
Before deleting a user you must ensure:
The user is removed from PA Assist and any Approval Flows where they are an approver.
All outstanding Draft expenses have been submitted by the user, or by an ExpenseIn Finance user.
Note: The option is available to schedule a user as leaving on the Employment tab, when editing a user's profile.
How to delete a user
1. Click the Account Name > Admin.
2. By default, you'll be taken to the Users page in the User Management section.
3. Find the user you want to delete. You can use the Filter options available, E.g. Enter the user's name in the Search field, and click Update.
4. Click the three dots icon on the right-hand side of the user's name and select Delete from the drop-down.
5. To delete more than one user, tick the checkboxes next to their names to select them, click the Actions button and select Delete from the drop-down.
6. Read the Delete Users confirmation box and click Continue.
The user account has been deleted and the expense history for the account is still available in the Finance section.