How can I remove a receipt from the report?

It's easiest to modify (incl. adding or removing receipts) an expense or travel report until it is in the status of a draft. I.e you have not submitted it.

It is also possible to modify the report when it's submitted or even published to accounting software, but some additional steps have to be taken.

Note: The receipt you remove from any report, will not be deleted from Envoice system. It will be stored on your receipts vault: Expenses > Receipts. From there you are able to assign it to another report or delete it.

To remove the receipt from the draft (not submitted) report:

1. Find and open the report you are willing to modify
2. At the bottom of the page, you will find section "Source documents"
3. Find and open the receipt that you want to remove
4. Click the button "Remove from the report"

If the report has been submitted, the only option to modify the report is to recall the report

To remove the receipt from the submitted report:

1. Find the report you are willing to modify either from Expenses > My Expenses (if still in) or Expenses > Archive and open it by clicking the View button
2. Click "Recall" if the report is on Accounting review or "Cancel Workflow" if the report is on approval workflow
3. Confirm Cancelling in the dialogue box
4. Find the expense  that you want to modify and open the receipt by clicking on the amount
5. Click the button "Remove from the report"

Note: by cancelling a report from Envoice does not cancel or withdraw a report from your accounting system if published.

You may need to cancel or delete the report from your accounting system manually to avoid errors in company accounting.

Learn more how to permanently delete a receipt