Remove an Expense Claim Payment

Using remove & redo, you can remove a payment that you’ve recorded on an expense claim. 

Payment Made Using a Bank Account 

If you have made a payment on an expense claim from a bank account in Clickentry then find the payment in your bank account and delete it 

1. In the Accounts menu, select Bank accounts. 

2. Go to the bank account you made the payment from. 

3. Click on the Manage Account dropdown button and select Account Transactions option under Find. 

4. Find and open the expense claim payment you want to remove. 

5. Click on the Options drop-down button and select the Remove & Redo option. 

6. Click Ok to confirm. 

Once you delete the payment then the claim moves back to the Expenses To Pay tab. The claim will move back to the Awaiting Payment tab if you are using Expense Claims. 

In case the expense claim payment was already reconciled then the bank statement will return to the Reconcile tab of the bank account and it has to be reconciled again. 

Payment Made Using a Non-bank Account 

Expense Claims 

When you create the claims in the expense claims then you need to run the Account Transaction report so that you can find the payment transaction and then delete it. 

1. First of all, you need to run the Account Transaction report. 

2. Now select the Unpaid Expense Claims account in the Account field.  

3. After this, you need to set the Date Range the payment was made in and then click Update. 

4. Find and open the expense claim payment you want to remove. 

5. Click on the Options drop-down button and select Remove & Redo. 

Once you delete the payment then the expense claim will move back to the Awaiting Payment tab in expense claims.