There are several reasons why you might need to remove a trip from a claim. For example, the trip may have been entered by mistake, the information provided may be incorrect, or the value associated with the trip might be wrong.
To remove the trip, follow the steps outlined below in the back office.
Click CoreExpense, then click Input.
Click Approval Processing.
In the Expense Group field, enter the relevant expense group.
Under the Selection Criteria column, press Tab on your keyboard for all the fields.
Scroll to the relevant claim number.
Highlight the relevant claim, click Claim Detail, then note all the trip IDs in the claim.
Click Close Window, then click the Reject checkbox.
A pop-up box appears, provide a reject reason, then click Save.
📌 Note: This will change all trips in the relevant claim to a status of rejected and delete any unpaid advances. You will need to resubmit the required trips for approval.
To exit the screen, click the exit
icon.
Click Input, then click Approval Processing for trips.
In the Expense Group field, enter the relevant expense group.
Press Tab on your keyboard for all the fields under the Selection Criteria column.
Scroll to the relevant trip ID's to be included in the current expense run.
Select Approve.
To exit the screen, click the exit
Click Input, then click Generate payment claims.
Besides the relevant expense group to complete a payment run for, click Submit Update. This action moves all approved trips in the expense group into the current expense run.
To save this, click the save
icon.