What is the best way to get rid of unwanted Expense Lines?

Niharika Raj · ‎12-09-2019

Hi,

We have a requirement to enable it_project_managers to delete/remove expense lines from the project records.

OOTB, the delete ACL is only limited to the admins and they do not want to use the state field (basically, they don't want to view the unwanted expense lines at all).

What is the best possible way to avail this functionality?

Thanks in advance,

Niharika

Namita Mishra · ‎12-10-2019

Hi Niharika,

As a best practice I will not suggest to delete the expense lines especially because it is financial information.

I would rather create a negative expense line of equal amount to negate original amount.

Hope this helps!

You can also create an idea using Idea Portal to have out of the box capability to reverse expense lines. I believe other users also have this requirement and will vote on this.

Thanks,

Namita Mishra

View solution in original post

Namita Mishra · ‎12-10-2019

Thank you Niharika for posting an idea.

Hope other users will vote and add their use cases as well to your idea.

Have a Good Day!

Namita Mishra

Chris_at_work · ‎04-15-2025

I want to delete an expense line as well, but the action on selected row the delete drop down list item is greyed out.

aklepic · ‎06-16-2025

We had an similar request.
Since the unwanted Expense Line were generated from a wrong Approved Time Card. Our Solution was to Recall the Time Cards. OOB there is an Recall flag on the Expense Line. Just filter the Recalled Expense out and/or make an BR wich will set the state of the expense line to an "recalled" state.