How to Cancel an Expense Report

Kantata OX allows you to cancel an unapproved expense report at any time if there's an error, such as forgetting to include an expense or notes.

Overview

Kantata OX allows you to cancel an unapproved expense report at any time if there's an error, such as forgetting to include an expense or notes. This will remove the report from the Expense Approvals queue. You can then create a new expense report, make the corrections, and resubmit it.

You can only cancel expense reports that you created, which can be done from the project’s Activity Feed or from the Expense Reports page.

If an expense report is locked—for instance because it is linked with an integration—it cannot be canceled within Kantata OX.

How to Cancel an Expense Report

1. Hover over Time & Expense in the left navigation and select Expense Reports.
2. In the list, select a Pending expense report.
3. Click the Cancel button on the bottom-right.
   
4. Add a message. This message will appear in the project Activity Feed.
5. Click OK.

The expense report is now canceled. To resubmit the canceled expense report, you must create a new one.