Deleting an Expense claim will remove the claim, but not delete the original items that were submitted to create it. The items within the deleted claim are automatically returned to the Costs Inbox. However, the claim itself is permanently removed and cannot be restored.
How to delete an expense claim
Follow these steps to permanently remove an expense claim:
Go to Expense Claims in the sidebar.
Select the checkbox next to the claim you want to delete.
At the top of the page, open Tools, then select Delete.
4. Confirm by clicking Delete claim.
How to find items from a deleted claim
After deleting a claim, you can locate its items using Advanced Search:
Open the Costs Inbox, where returned items appear.
Open Advanced Search to filter the list. Helpful filters include:
Date range
Supplier name
Category
Payment amount
Once you select your filters to narrow down the results, click on the Apply button.
Review the filtered results to identify the items from the deleted claim.
How to recreate a deleted expense claim:
In the Costs Inbox, select the items that were part of the deleted claim.
Click Add to expense claim to create a new claim.
For full steps on creating a claim, see this detailed guide on how to create an expense claim.