Recalling an Expense Report

In some instances, it may be necessary to “recall” an expense report from workflow once it has been submitted. Both the employee and their expense delegate can recall a report once it has been submitted into workflow. Expense delegates can view the Resolving Submission Errors– Expense Delegates QRG for additional information.

Alysha Cieniewicz
6 steps
2 minutes

Click [here](https://duke.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=b953f9b5-c974-4922-9f17-b41701494956) to watch a 1 minute and 5 second video demonstrating the steps below.

From the **Expense** Tab, users select the report to recall.

On the right side of the expense report screen, select **Recall Report**. This action will pull the expense report out of workflow. The employee must submit the expense report again to restart workflow.

A pop-up box appears, asking the user to confirm the action to recall the expense report. Select “Yes” to continue with the recall or “No” to cancel.

You will briefly see a message at the bottom of the screen confirming the recall’s success. The message will disappear, and the system displays the report in a “Returned” status. The button to **Submit Report** remains. Clicking the three **...** will open a dropdown, where employee's can **Duplicate Report** or **Delete Report.**

On the **Manage Expenses** page, the repot status displays as **Returned.**

Approvers will receive an email notification indicating that an expense report has been recalled and is no longer in the approver’s queue.

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