Deleting an Expense Report

   Overview   

In this article, you will learn the steps to delete an expense report. An expense report can be deleted only if it is NOT in the approval queue, with the status of "Pending."

Inactive transactions should be cleaned up and/or deleted by year-end. If an expense report will not be reimbursed, it should be deleted within 3 days of being returned.

Unsubmitted expense reports can be monitored using the UGA_TE_PENDING_SUBMISSION query in the Business Management Workcenter under Reports/Queries > Expense Reports > Entry - Pending User Submission.

In this article, you will learn the steps to delete an expense report in the UGA Financial Management System.

Note: Data has been masked or changed to protect personal information.

1. Step 1

The Employee Self Service page is displayed with the Expenses tile highlighted.

On the UGA Financials Employee Self Service homepage, click the Expenses tile.

2. Step 2

The Expenses page is displayed with the My Expense Reports tile highlighted.

Click the My Expense Reports tile.

3. Step 3

The My Expense Reports page is displayed with the View All section highlighted.

The My Expense Reports page is displayed. From this page, you can view, edit, and submit all your expense reports.

To delete an expense report, the report you wish to select must be at the TOP of the list.

4. Step 4

The My Expense Reports page is displayed with the Filter button highlighted.

To get the appropriate expense report to the top of the list, click the Filter button.

5. Step 5

The Filter pop-up window is displayed with the Status field highlighted.

The Filter window is displayed.

Use the provided search fields to help reduce the number of search results.

Example shown here: Click the Status list.

6. Step 6

The Filter pop-up window is displayed with the "Pending" option highlighted in the Date From drop-down list.

Select the Pending option in the drop-down.

7. Step 7

The Done button is highlighted.

With the appropriate search criteria entered, click the Done button.

8. Step 8

The My Expense Reports page is displayed with the Actions button highlighted.

You can delete the expense report now listed at the top of the list.

To reveal more operations to perform, click the Related Actions button next to the appropriate expense report.

Example shown here: Click the Related Actions button next to the test billing type change expense report from February 6th.

9. Step 9

The Expense Reports page is displayed with the Delete Reports menu item highlighted.

Click the Delete Report menu item.

10. Step 10

The confirmation pop-up window is displayed with the Yes button highlighted.

In the confirmation window, click the Yes button to delete the expense report.

11. Step 11

The My Expense Reports page is displayed with the expense report message highlighted.

The selected expense report has been deleted.
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