You can delete expense items from your own expense claim in Metis, or your Metis administrator can do it for you.
This article contains:
- Deleting an item from your own unsubmitted expense claim
- Delete an item from someone else's expense claim (Admin only)
Deleting an item from your own unsubmitted expense claim
You can delete an expense item from your own expense claim if you've not submitted it yet. The status needs to be Overdue or Submitted.
If you've already submitted your expense claim (status is Awaiting Approval), you'll need to speak to your Metis Administrator who can delete the expense item for you. Find out how to delete an expense item as a Metis Admin.
For whoever is deleting the line item, the way to do it in Metis is the same. Navigate to the expense claim which contains the item you want to delete. If you're doing this with your own unsubmitted claim, you can access your expense claim by navigating to My Timesheets & Expenses > Expenses. Click the Eye icon to open the claim.
Click the Trash icon next to the item you want to delete.
You'll then see a warning asking you to confirm the deletion:
Press OK and you're done!
Delete an item from someone else's expense claim (Admin only)
As an admin, you can delete an expense item from an expense claim for anyone in your business. This includes all statuses (overdue/not submitted, awaiting approval, approved). Navigate to Zones > Manage > People Expenses. Locate the claim containing the item you wish to delete.
If you remove all expense items in a claim, you won't be able to delete the entire claim, so always leave one! To find out how to delete a claim, see here.
Open the claim by clicking the dropdown arrow on the right hand side. Click Edit in Ghost Mode.
Click the Trash icon next to the item you want to delete.
You'll then see a warning asking you to confirm the deletion:
Press OK and you're done!
Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.