Withdrawing an Expense Report before Approval

PREREQUISITES: Must have an Expense Report that is in In Process status and has not been approved by anyone in the route of approvals. You must be authorized to edit travel documents for the traveler even if the you are the traveler.

Navigation route: NavBar > Navigator > Employee Self-Service > Travel and Expenses >  Expense Reports > View

1. The Expense Report search page displays.

2. Enter the Report ID if known, or enter your ctcLink Empl ID to look at all your submitted Expense Report forms.

3. Select Search.

4. Once the Search Results display, select any of the hyperlinks for the Expense Report you want to withdraw, this will open up the View Expense Report page. If you only have one Expense Report in the system the form will open up when you click Search.

5. The View Expense Report page displays. Here you can see the status of your report at any given time and if the option is available, you can also Withdraw your form

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6. Confirm the Report status = Submitted for Approval.

7. Select Withdraw Expense Report.

8. A confirmation message will alert you that your Expense Report has been withdrawn from the approver’s queue.

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9. Optional: Select Refresh Approval Status until Report status changes to Pending and you see a new entry under Approval History.

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10. If you need to revise and resubmit follow the “Modify Returned or Saved Expense Reports” guide to navigate back into the form.

11. If the form was made in error and/or is no longer needed, follow the “Deleting Expense Reports” guide to delete the form.

12. Process complete.