SF Employee and SF City Partner Support

Purpose

This document provides an overview and discusses how to delete a Expense Authorization.

Description

The Delete Expense Authorization feature is available to both employees and delegates. It provides the mechanism that is necessary to delete unused expense authorizations:

• If you create an Expense Authorization and decide not to process it, you can delete it before you submit it for approval.
• If you submit an Expense Authorization and the approver returns it to you or denies it, you can delete the Expense Authorization.
• If you cancel the Expense Authorization, you can delete it.

You cannot delete Expense Authorizations that have been budget checked.

If a Expense Authorization has been approved, then it was successfully Budget Checked. In this case, if it is not needed anymore – it must be canceled.

Cancel or Delete Expense Authorization?

You can Cancel an Expense Authorization if:

• If an Expense Authorization has been submitted and has been Partially or fully approved
• If an Expense Authorization has been Paid
• If an Expense Authorization has NOT been applied to an Expense Report

See job aid: Cancel Expense Authorization

You can Delete a Expense Authorization if:

• If you create an Expense Authorization and decide not to process it, you can delete it before you submit it for approval.
• If you submit an Expense Authorization or an expense report and the approver returns it to you, you can delete it.