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How to delete an incomplete draft reimbursement

  • Updated

Delete a reimbursement claim you started but haven't submitted, using the same Delete control you'd use to withdraw one you've already submitted.

Weel doesn't have a status called "Draft": an unfinished claim sits in Coding Required status.

Before you start

  • This guide covers a claim still in Coding Required status (one you haven't submitted yet). If you've already submitted the claim, see How to withdraw a submitted reimbursement instead.
  • Only you, or an approver already assigned to the claim, can delete it. In practice, a claim still in Coding Required hasn't reached an approver yet, so this is just you.
  • To remove one line item from a multi-line claim rather than the whole thing, edit the claim and remove that item instead.

Steps

Web app

  1. Go to Reimbursements in the left-hand menu.
  2. Click into the incomplete claim.
  3. Click the Delete icon at the top of the claim panel.
  4. Confirm on the "Delete reimbursement?" prompt by clicking Delete.

Mobile app

  1. Open the Requests tab.
  2. Tap into the claim.
  3. Tap Cancel reimbursement.
  4. Confirm on the "Cancel reimbursement?" prompt by tapping Cancel reimbursement again.

What happens next

The claim is removed from your list completely rather than kept as a deleted record. Because it hasn't been submitted or approved, it hasn't held any budget amount, so unlike withdrawing a submitted claim, there's nothing to release.

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