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How do I delete draft records?

Modified on Tue, 10 Dec at 3:01 PM

When necessary, you can delete a draft Expense record without losing the attached receipt.
 

To delete a draft

  1. Sign in to Capture Expense.
  2. Navigate to the Draft tab in Expenses.  Draft_record__2_.png
  3. Select the relevant Draft record. Its details are displayed. 
  4. Select Remove
    Draft_Record_details.png
    Delete confirmation message appears asking: Are you sure you want to permanently delete the transaction? 
  5. Click the Delete button. 
    The Draft record is removed from Drafts
    Empty_Drafts_tab.png
    And the receipt is returned to Receipts
    Receipt_returned_to_web.png
 
 

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