How can I recall my submitted expense report?

The content of this article applies to both our mobile app and our web app.

You can recall a submitted expense report from your mobile or your web app at any point before it's exported to make changes to the details and resubmit it. Once resubmitted, it will go through the entire approval process again.

To recall an expense report after submission, go to the Expenses section and select the Submitted tab. There, you'll have an overview of your expense reports that are currently in the approval process.

Next, select the expense report you want to recall. Scroll down to the bottom of the report and select Recall.

After clicking Recall, the expense report will be recalled and be moved into the Expenses / My tasks menu as a draft expense report.

To recall a trip expense report, in the Expenses / Trips section, select the trip expense report you'd like to recall and select Recall at the bottom of the report. You can then find the recalled trip expense report in the Expenses / Trips section as a draft trip expense report.

To recall an expense report after submission, go to the Submitter / Single expenses menu. There, you'll have an overview of your expense reports, including their statuses.

Next, click on the expense report you want to recall. Scroll down to the bottom of the report and click Recall in the bottom right corner.

After clicking Recall, the expense report will be recalled and be visible in both the Submitter / Single expenses menu and the My tasks menu as a draft expense report.

To recall a trip expense report, in the Submitter / Trip expenses tab, select the trip expense report you'd like to recall and select Recall at the bottom of the report. You can then find the recalled trip expense report in the Submitter / Trip expenses tab or in the My tasks / Trip expenses section as a draft trip expense report.

You can now make the changes you need and resubmit the expense report!