Prerequisites
The receipt must be in Draft status to be deleted. If the receipt is submitted, use the revert feature to change its status to Draft.
Make sure you are on the "standard" side of ProcureDesk.
Step-by-Step Instructions
Navigate to the Receipts Section:
Click on the Receipts section from the left-hand side menu.
Click on the Trash icon to delete the receipt.
Alternative Method:
Open the receipt by clicking on its number.
Click on the "Delete" button to delete the receipt.
FAQs and Troubleshooting
Q: What if the receipt is already submitted?
A: Use the revert feature to change the receipt status back to Draft, and then proceed to delete it.
Q: How do I know if the receipt was successfully deleted?
A: The receipt will no longer appear in the receipts list, confirming that it has been deleted.
Q: Can I delete a receipt that has been invoiced?
A: No, you must first delete any associated invoices before reverting and deleting the receipt.
Q: What should I do if I don't see the Trash or Delete button?
A: Ensure you have the necessary permissions to delete receipts. Contact your company's administrator or ProcureDesk for further assistance.