How to retract the claims when reimbursed
May I know how to retract the claims. It is because one of the claim forgot to click reimburse, therefore it is still not yet reimbursed. However, another claims in the same reports were reimbursed. Please advise how to claim the remaining one / retract it. Thanks
Answers
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @Kenzie Welcome to the Expensify Community!
It all depends on the status of the report - if it's Processing, you can Retract it yourself. If it is Approved or Reimbursed, you will need the Approver/Policy Admin to Unapprove and Reject it.
Only then can you alter the reimbursable status of an expense.
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I am policy admin. The other claims in the same report is reimbursed, however I cannot reject / approve it. Please advise, thanks
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Now, the report shown that there are reimbursable and non-reimbursable amount.
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
Hi @Kenzie - can you tell me the Report ID? You'll find it on the top left of the report. And I'll take a look in your account.
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Report ID is 32170905, thanks
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
Thanks @Kenzie - Unfortunately you can't edit it as the ACH reimbursement has already occurred.
If the user forgot to mark some of the expenses as Reimbursable, they will need to copy the expense image, submit them again correctly, and you'll need to delete them out of QuickBooks Online manually. And then note in the report comments what has taken place.
Or, you can adjust it outside of Expensify and note it on the report. (which is what I would do, given the small amount)
It's a good idea for the Approver to make sure they look at the totals at the top of the report in red, just as a safeguard for this scenario.
Anything different will always be marked with a symbol and a footnote. In this case the non-reimbursable expense is marked with a little cruciform.
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Thanks for your reply and it is solved.
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
Hi @Kenzie - you may be interested in this brand new product update.
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Hi Rachael- could you please more specify to show me how to reimburse the amount of non-reimbursable? thanks
