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

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On the UGA Financials Employee Self Service homepage, 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. 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

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

5. Step 5

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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

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Select the Pending option in the drop-down.

7. Step 7

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

8. Step 8

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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

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Click the Delete Report menu item.

10. Step 10

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

11. Step 11

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The selected expense report has been deleted.
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