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.
Caution: You can recall individual expenses that have not be exported. If the expense is part of a trip, you can’t recall the entire trip, only the individual expenses included in the trip. When you re-submit the expense, it will be automatically included in the trip.
Recall an expense in the mobile app
To recall a single expense report after submission:
Go to the Spend tab.
In Expenses, tap Submitted tab. There, you have an overview of your expense reports that are currently in the approval process.
Select the expense report you want to recall.
Scroll down to the bottom of the report and select Recall expense.
After clicking recall, the expense is recalled and moved into Expenses > My tasks tab in draft status.
To recall a trip expense report:
Go to Expenses > Trips.
Select the trip expense report you want recall.
Select Recall at the bottom of the report.
The recalled trip expense report remains in Expenses > Trips but with draft status.
Recall an expense in the web app
To recall a single expense report after submission:
Go to the Spend > Expenses > Single expenses menu. There, you find your expense reports, including their statuses.
Filter by In approval or In review status and click on the expense 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 is recalled and visible in Spend > Expenses > Single expenses menu and in My tasks in draft status.
To recall a trip expense report:
Go to the Spend > > Trip expenses tab.
Select the trip expense report you want to recall.
Select Recall at the bottom of the report.
You can then find the recalled trip expense report in the Spend > Expenses > Trip expenses tab or in Spend > My tasks > Trip expenses section as a draft trip expense report.