How do I delete an expense?

This article covers deleting (also called voiding or abandoning) an expense within the 'Expenses' module. You can only delete an expense while it's in 'Draft' status. A posted expense can't be deleted directly – if it hasn't been included in a VAT return or matched on a bank reconciliation, it can be reversed and corrected instead; if it has, it must be reversed, since reversal is the only route available at that point.

Deleting a draft expense

1. Open the draft expense you want to remove
2. Select 'Abandon' at the top of the screen
3. Once abandoned, depending on your screen, select the three-dot menu or the 'More' menu, then select 'Delete'.

Deletion is only available for draft (or abandoned) expenses, so use it for genuine errors rather than routine corrections – for a posted expense, use the correction options in the next sections instead.

Correcting a posted expense

A posted expense cannot be deleted or returned to draft directly. Instead, use the options on the menu of the posted expense record – depending on your screen, this is either the three-dot menu or the 'More' menu: 'Reverse' creates a reversing entry against the original, and 'Corrections' provides further correction options depending on the transaction.

1. Open the posted expense
2. Depending on your screen, select the three-dot menu or the 'More' menu
3. Select 'Reverse' to create a reversing entry, correcting the balance created by the original expense
4. If you need to raise a corrected version of the expense, select 'Copy' to duplicate the original
5. Make the necessary corrections on the copied expense and post it.

When an expense can't be reversed directly

If the expense has been included in a VAT return or matched on a bank reconciliation, check with your finance team before reversing it, since this may affect a submitted return or a completed reconciliation. Contact iplicit support if you're unsure how to proceed in this situation.