Withdrawing an Expense Report before Approval
Purpose: Use this document as a reference for how to withdraw an Expense Report in ctcLink prior to approval.
Audience: All staff
Withdrawing an Expense Report before Approval
Expense Reports can only be withdrawn if the status is "Submitted for Approval". Once approvals are in process, then it cannot be withdrawn. It can only be Sent Back by an approver.
Navigation: Employee Self-Service > Travel and Expenses > Expense Reports > View
- The Expense Report find an existing value page displays. Enter or lookup Report ID.
- Select the Search button.
Optional to refine your search using other criteria. Leaving search fields blank will pull all available values.
- The View Expense Report page displays.
- Confirm the Report status = "Submitted for Approval".
- Select the Withdraw Expense Report button.
- The Withdraw Expense Report button "grays" out and the confirm message displays alerting you that your expense report has been withdrawn from the approver's queue.
- Select the Refresh Approval Status button until Report status changes to "Pending" and you see a new entry under Approval History.
The report status is now "Pending" and the Approval History section updates with the "Withdrawn" action. Optional to navigate back to the Expense Report by selecting the Expense Details link and make edits as needed.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
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