Purchase requests can be deleted by the user who submitted them via My Purchases, or by a Finance user from the Finance area.
To remove a purchase request from the Finance area, refer to the relevant section below based on the purchase request's status in ExpenseIn.
Note: Purchase requests cannot be deleted in bulk; they can only be deleted individually.
Purchase requests with a draft status
Where a purchase request has a Draft status, a Finance user will need to complete the following steps:
1. Go to Finance > Draft (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and select Delete from the drop-down.
4. Click Continue to confirm that you want to delete the purchase request.
The purchase request will now be deleted from ExpenseIn.
Purchase requests with a rejected status
Where a purchase request has a Rejected status, a Finance user will need to complete the following steps:
1. Go to Finance > Rejected (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and select Delete from the drop-down.
4. Click Continue to confirm that you want to delete the purchase request.
The purchase request will now be deleted from ExpenseIn.
Purchase requests with an awaiting approval status
Where a purchase request has an Awaiting Approval status, a Finance user will need to complete the following steps:
1. Go to Finance > Awaiting Approval (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and select Reject from the drop-down.
Note: The Reject option will only be available if the Additional Setting in Admin is enabled to allow Finance users to reject on behalf of approvers. If this option is not available, enable the setting, ask the purchase request owner to recall it, or have the approver reject it.
4. Enter a Reason for rejecting the purchase request and click Continue.
The purchase request will then move to the Rejected section, where you can follow the steps outlined above to delete it.
Purchase requests with an approved status
Where a purchase request has an Approved status, a Finance user will need to complete the following steps:
1. Go to Finance > Approved (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and select Reject from the drop-down.
4. Enter a Reason for rejecting the purchase request and click Continue.
The purchase request will then move to the Rejected section, where you can follow the steps outlined above to delete it.
Purchase requests with an accepted status
Where a purchase request has an Accepted status, a Finance user will need to complete the following steps:
1. Go to Finance > Accepted (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and select Unaccept from the drop-down.
4. Click Continue to confirm unacceptance of the purchase request.
The purchase request will return to the Approved section. Follow the steps outlined in the Approved and Rejected sections above to reject and then delete the purchase request.
Purchase requests with a closed status
Where a purchase request has a Closed status, a Finance user will need to complete the following steps:
1. Go to Finance > Closed (under the Purchase Requests heading).
2. Locate the purchase request; you can use the Filter option to help locate it.
3. Click the three dots icon and select Reopen from the drop-down.
4. Enter a Reason for reopening the purchase request and click Continue.
The purchase request will return to the Accepted section. Follow the steps outlined in the Accepted and Approved sections above to unaccept and reject the purchase request to allow it to be deleted.