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How do I undo a posted expense?

Open the Post Expense Submission and press Reverse: give the Reverse Date, reason and remarks. The reversing voucher is written and the claim's lines can be changed and posted again. A posting still parked is not reversed: delete it.

Screen
Expense Management › Expense Submission › Post Expense Submission
Who
The accountant
Takes effect
On Reverse
Needs first
A Posted Post Expense Submission

Steps​

  1. Open the Post Expense Submission and press Reverse.
  2. Give the Reverse Date (on or after the Posting Date), the reason and remarks. Confirm.
  3. Correct the claim on Expense Submission if needed; its lines are unlocked.
  4. Post again if the expense stands.

Check it worked​

  • Reverse Voucher No is filled, and every button of the reversed document is greyed out.

If something looks wrong​

  • "Only Posted Vouchers can be reversed" It is parked. Delete it instead; its voucher goes with it.
  • "Reverse Date: 01-Oct-2026 cannot be less than Posting Date: 15-Oct-2026" Pick a later reverse date.
  • "Posted Expense cannot be deleted" Use Reverse.