How do I delete a scanned credit card receipt that has been imported in Expensify?
Hi @cgarbarino -- Depending on the type of expense you have in Expensify, they may or may not be eligible for deletion.
For example, expenses that import from a company card aren't eligible to be removed, but expenses imported from a personal card or uploaded receipt are.
A company card expense is indicated using a small credit card+lock symbol to the left of the expense; if your expenses have this symbol they can't be deleted from Expensify. If your expenses have a credit card or cash symbol they can be! (Below)
To delete an expense it must be in the Unreported or Open states. If this is the case, you can check the box to the left of the expense from the Expenses page, and then the 'Delete' button that should populate above the expense list. (Below)
If the receipt has been SmartScanned and matches an imported credit card expense our system should automatically merge the two together for you.
To delete a receipt if it's already attached to an imported expense, open the expense and then use the 'Detach' button to remove the receipt. (below)
Once the receipt is removed you can delete the receipt from the 'Receipts' tab of your account. (Below)
Hope this helps!
These actions allow me to delete the receipt itself, but I also need to remove the expense detail from my system as well. This is what I am having trouble cleaning up. Sorry if my original question was misleading...
Thank you Sheena