During the creation of a draft invoice, it may become necessary to remove or modify an expense. This article will guide deleting or editing an expense within the draft invoice.
 

Step-by-Step Guide:

Access the Expense Report

To delete an expense from a draft invoice, navigate to the Current Expense Report. Clicking this will redirect you to the Expense Report page.

Locate the Expense

Once on the Expense Report page:

1. Find and click on the bill number of the expense you want to edit or delete.
   
   
    
2. This will take you to the Accounts Payable page, where all recorded expenses are listed for this project.

Edit or Delete the Expense

1. Select the specific expense item you want to modify or remove.
   
   
    
2. Click on the Action Tab to open the dropdown menu.

3. Select the action that matches what you need to do:

   Delete: Permanently removes the expense from SQUAVA.

   Reject: Returns a submitted employee expense to the employee for correction and resubmission.

   Move: Transfers the expense to another bill for the same vendor.

   For instructions on returning expenses for correction, see Approving Expenses.

   For more information about moving expenses between bills, see Accounts Payable.

Success!

You have successfully deleted or edited an expense. For more details on managing expenses, check out our other Help Articles in the Viewing & Editing Expense Items section.