Delete a paid report

alpha9

Hi there, I am just finding my way around reports. How do I delete a 'paid' report. I am admin, but am unable to see the option to change the report status back to open.

Thanks

Kadie Alexander

Hi there @alpha9, welcome to the Community!

I just want to clarify for you, you can only edit/delete a report in Open status. If your report is in Reimbursed status, you will not be able to revert this report or make changes.

If you're an admin, you will not be able to delete or archive employees' past reports, but instead can use filters to hide such reports from view so you only see exactly the reports you need.

You can have a read about this here! Let me know what you think. 😊

alpha9

Hi thanks for the prompt response!

However, will the expenses in the report not effect my final export of my category totals in future?

This was a test report (first time using the report feature as an invoice), and ideally I would like to remove it so it doesn't effect my category exports.

Kadie Alexander

Thanks for writing in!

You're correct! The report will affect any related exports moving forward. When looking to test new features you may want to consider duplicating your policy and testing features on the additional policy to ensure the test doesn't affect your reporting.

This won't incur any additional charges, as Expensify bills per user (not per policy).

I hope this information helps!

alpha9

Ok thanks, but as I am a sole trader, I am only using the personal policy - and could not see where I can duplicate it. Please help. Thanks

Conor Pendergrast

@alpha Ah ha! You can only have one Individual Policy at a time, so as a result can't duplicate that Individual Policy! Sorry for that

alpha9

Thanks Conor....but that really doesnt help.

There's got to be another way that I can remove it, or exclude it from exports.

Re-tag: I wasn't able to go back into the individual expenses to tag them as something else.

Happy for someone to contact me directly on this as it's really stopping me from moving forward on this platform.

Thanks a bunch!

Conor Pendergrast

@alpha9 As we've mentioned, one a report has been paid or marked as paid, it can't be edited or deleted. The risk otherwise would be to have paid invoices be deleted, which would make reconciliation and other tasks impossible.

You can also use the chat in the web or mobile app to contact Concierge for 1:1 help if you have another question

alpha9

Thanks Conor,

So how would I reconciliate my categories final totals with an incorrect report in the mix? I just thought it would be common sense to have it work both ways - assumed I must be missing a key way that this process works with reports?

Now knowing this is the case - how can I 'reset' things? Export my information and delete my account, and then set it up again? As mentioned I'm quite new to it so it's not devastating for me to 'reset'.

Cheers.

Conor Pendergrast

For similar reasons, if you close your account any submitted expenses and reports are retained - that's typically to retain access for the "recipient" of the invoice.

For an entirely fresh start, I'd recommend creating a new account with a different email address.

alpha9

Eeeekkkkk!!!

Conor Pendergrast

Haha, yes, "eek". There are a lot of factors at play with financial data that's share across employees, admins, clients etc, and that can sometimes lead to awkward cases like this. Sorry about that!