Withdrawing an Expense Report

   Overview   

In this article you will learn the steps to withdraw an expense report that has been submitted for approval. An expense report can only be withdrawn if it has been submitted into workflow, but not yet had action taken on it by the first approver. 

 

In this article, you will learn the steps to withdraw a submitted expense report.

1. Step 1

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Click the Expenses tile.

2. Step 2

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Click the My Expense Reports tile.

3. Step 3

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The My Expense Reports page is displayed. On this page, you can view the various statuses of expense reports.

Note: An Expense Report can only be withdrawn if it has been submitted into workflow, but not yet had action taken on it by the first approver. 

4. Step 4

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Click the Awaiting Approval menu.

5. Step 5

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This page displays all the expense reports awaiting approval.

Click on the expense report you wish to withdraw.

Example shown here: Expense Report titled " Attend National Extension Agen ".

6. Step 6

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The Expense Report is displayed.

To withdraw the expense report, click the Withdraw button.

7. Step 7

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The request has been withdrawn.

Click the Refresh Approval Status button.

8. Step 8

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Note: the approval status has changed to Withdrawn.

9. Step 9

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Click the Actions List menu.

10. Step 10

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To return to My Expense Reports, click the My Expense Reports menu item.