Reversing an Expense

If you have paid an expense in error, you can easily reverse an expense inside the system so that the payment is cancelled and the expense is rendered declined.

 

Please note that reversal is the final state that an expense can enter, so once an expense is reversed, the expense cannot be authorised and paid again. A user must resubmit the expense as a new expense and it must go through the authorisation process again. Therefore, you must be certain that you do not want to pay the expense before reversing an expense.

 

Reversing an expense:
  1. Navigate to Main Navigation > Expenses Management > Authorise Expenses and select the Reverse Expense tab
  2. Use the time filter to search for all expenses set with a paid status
  3. Select the department, sub-department and user to expand
  4. Use the tick boxes to select which expenses you wish to reverse. Alternatively, you can tick the box next to a department to select every expense associated with that department or the tick box in the top left corner of the expenses table to select every expense in the table
  5. Once you have selected the expense or expenses that you wish to reverse please click the Reverse icon to confirm that you wish to reverse the payment of the expenses that you have chosen

 

Please note that reversing an expense is final, so ensure that you have selected only the expenses you wish to reverse and effectively cancel before clicking the Reverse icon. If you reverse an expense by accident, please ask the user to resubmit their expense so that it may go back through the authorisation process.

 

 

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