Deleting an Expense Policy

You can delete an expense policy at any time. If you delete an active policy, it will immediately cease to be in effect. If you delete the only policy associated with an expense type, claimants will no longer be able to use that expense type until you create a new policy for it.

To delete an expense policy:

  1. Click Expense Policies. This shows a list of all expense policies currently in place.

  2. Right-click the policy you wish to delete, or left-click the policy and click the menu icon , then click Delete. You will receive a warning message asking if you are sure.

  1. Click to finalise the deletion.