This article will show you how to delete your invoices from multiple workflow stages within ExpenseIn; including Draft, Rejected, Awaiting Approval, Approved and Completed.
You are first able to delete your invoices as soon as you've created/uploaded it from your Draft section.
Using the Filter if needed, click on the invoice you'd like to delete to expand it. You'll then be able to select Delete. You'll be prompted to confirm that you want to delete the invoice.
You can also delete your rejected invoices directly from the Rejected section shown above.
Please note: Only invoices initially uploaded through the Finance area will appear in the Rejected section shown above.
Using the Filter if needed, click on the invoice you'd like to delete to expand it. You'll then be able to select Delete. You'll be prompted to confirm that you want to delete the invoice.
If you need to delete an invoice that's Awaiting Approval, then you'll need to Recall the invoice. The invoice will then return to your Draft area, where you can follow the steps above to delete the invoice.
Approved invoices can also be deleted. Using the Filter if needed, click on the invoice you'd like to delete to expand it. You'll then be able to select Delete. You'll be prompted to confirm that you want to delete the invoice.
To delete an invoice that has been marked as Completed, you'll first need to mark the invoice as incomplete as shown below. Using the Filter if needed, click on the tick-box to the left of the invoice(s) you'd like to delete and select Actions and then Mark as Incomplete.
Your invoice will then move back to the Approved section, where you'll be able to follow the steps above to delete it.
