How to Delete an Expense in Declaree
When it becomes necessary to remove an expense from an administration, the process is straightforward.
1. Identify the Expense
If the expense you want to delete has not yet been added to a report, locate it in the list of expenses on the Expenses page.
Each expense (whether itâs a mileage, regular expense, or compensation) will have a checkbox on the left side.
2. Delete an Unreported Expense
Select the checkbox next to the expense(s) you want to remove.
Look for the trash can icon located near the âAdd expenseâ button.
Click the trash can icon to delete the selected expenses. Confirm the deletion when prompted.
3. Handling Expenses Already Added to a Report
If the expenses are already part of a submitted report, the process is slightly different.
Open the report that contains the expense(s) you wish to delete.
For expenses within a report:
Click the âxâ icon next to the expense you want to remove. This action will remove the expense from the report but wonât permanently delete it.
To permanently delete an expense:
Follow the previous step to remove it from the report.
Then, go back to the Expenses page and use the trash can icon to delete it completely.
4. Additional Notes:
Remember that deleting an expense from a report doesnât delete the expense itself.
By following these steps, youâll efficiently manage your expenses within Declaree .đȘ