Prerequisites
Before you can delete an approval flow, you first need to check for any expenses that are outstanding and awaiting approval that use the approval flow you want to delete. To check, follow the steps below:
1. Go to the Finance area.
2. In the Pending Expenses section, click the Awaiting Approval subheading.
3. Check the expenses for any still requiring approval using the approval flow you want to delete.
Note: Looking at the Current Approver column may help you to identify these expenses.
4. Deal with the expenses accordingly, the options you have are:
No Action - if you take no action, the expense(s) will automatically be rejected and sent back to the user to be resubmitted when the approval flow is deleted.
Redirect Approval - select each expense and use the Redirect Approval option, to move them to another existing approval flow.
Approve - approve the expense(s) as a Finance user on behalf of the current approver (if enabled by an Account Administrator).
Reject - reject the expense(s) as a Finance user on behalf of the current approver (if enabled by an Account Administrator).
Once you've completed the above, complete the remaining prerequisites:
Ensure the approval flow is not assigned to any project(s) and edit your projects if it is.
Ensure the approval flow is not assigned to any of your department(s) and edit your departments if it is.
Ensure the approval flow is not assigned to any user(s) and change the approval flow assigned to your users if it is.
Note: To help you check, you can use the Filter option when viewing your users and select the relevant approval flow from the Approval Flow drop-down.
How to delete an approval flow
Once the above prerequisites have been completed, follow the steps below to delete an approval flow:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Approval Flows subheading.
3. Click the three dots icon next to the approval flow you want to delete and select Delete from the drop-down.
Note: If you want to delete more than one approval flow, tick the checkboxes next to them, then click the Actions button and select Delete from the drop-down.
4. Click Continue in the Delete Approval Flow window to delete the approval flow.
