Delete & Reassign Travel Transactions Admin Screen

The Delete & Reassign Travel Transactions admin screen allows you to delete unused travel transactions for a single user and to move transactions from one user to another, such as when a user leaves the company before submitting all travel transactions.

Click ADMIN SETTINGS > TRANSACTIONS > DELETE & REASSIGN TRAVEL.

Delete Travel Transactions

Note: As a security precaution, an administrator cannot delete any of his or her own transactions.

1. Use the filters to help you find the desired transaction(s).

2. Select the transaction(s) and click DELETE. You may also drag the column headers into the blue bar in order to group the search results by those column headers.

3. You will be asked to confirm the deletion by entering the word "DELETE" in the box. Then click DELETE.

Reassign Travel Transactions

Administrators may select users of any status except Disabled in order to view all travel transactions that are active but not used in an expense report. You may select some or all transactions and move them to a new user.

Note: Reassigning any travel transactions that are part of a merged set will cause all of the transactions in that set to be reassigned.

1. Use the filters to help you find the desired transaction(s).

2. Select the transaction(s) and click REASSIGN.

3. In the pop-up window, use the search box to find the person to whom you wish to reassign the transaction(s). Then click ASSIGN.